What This Feature Does
You can now upload photos, videos, or PDF files directly to any page or group within the Checklist Editor. These uploaded files act as reference materials that guide auditors during the inspection.
Uploaded media automatically appears:
On the mobile app while performing an audit
On the web audit interface during inspections
This ensures a standardized, clear, and consistent audit experience for all auditors.
Why Use Reference Media?
Adding reference photos, videos, or PDFs provides several benefits:
Ensures auditors interpret questions consistently
Clearly demonstrates the expected standard or correct practice
Reduces subjective interpretation errors
Provides guidance for new team members
Maintains audit consistency across different locations
Improves evaluation quality by offering correct/incorrect visual examples
How to Add Reference Media in the Checklist Editor
Media can be added at both the Page and Group level.
Step 1: Open the Checklist in the Editor
Go to Checklists from the left menu
Select the checklist you want to edit
Open the Design tab
Step 2: Select a Page or Group
Choose where you want to add the media:
A Page (e.g., Start Page, Basic Safety Compliance)
A Group within that page
Action icons will appear when you hover over the section.
Step 3: Upload the Media File
Click the Upload Media icon (photo/video/PDF symbol)
Select a file from your computer
The file is immediately added to the selected section
Maximum file size per upload: 10 MB
How Uploaded Media Appears During an Audit
On Mobile
While answering questions in the mobile app:
The uploaded reference photo/video/PDF appears at the top of the corresponding page or group
Auditors can tap to enlarge or play the file
Ideal for on-site correct/incorrect comparison
Example: Correct fire extinguisher placement, Proper storage layout, Cleanliness standard, etc.
On the Web Audit Interface
When performing audits on the web:
Reference media appears at the top of the page
Files open in a large preview window
Very useful for desk-based audits or multi-monitor workflows
Best Practices
Reference media is especially useful for:
Safety and compliance criteria
Quality standards
Cleanliness/hygiene expectations
Correct/incorrect comparisons
Equipment usage guidelines
Legal documents or procedural flows
Visual work instructions
Tips:
Use high-quality images
Prefer PDF for multi-page documents
Choose visuals that reflect real field conditions
Update reference media when necessary