<< Click to Display Table of Contents >> RayQC > 8.0 > User Guide > Standard Checklist Procedures Create Checklist Templates |
Since direct XML source fumbling is finally a pain of the past with the latest RayQC release, this user manual will not give detailed instructions on checklist creation via the XML editor. The appendix section contains information about the XML schema and some basic usage samples.
1.Launch RayQC, or - if it is already up and running - navigate to the dashboard.
2.Click the create checklist tile
3.Define the name and location for the new checklist template file (.rqct).
Please keep in mind, that it is very likely that other users will require access to the checklist template in order to evaluate the checklist as project later. Therefore, it is recommended to use a shared location that evaluators have access to.
4.The template is immediately created with the default settings and contents, and opened for manipulation within the Checklist Editor interface.
Be aware: RayQC automatically opens the template, which resides within the session memory. Changes to that file are not permanent until any of the provided Save functions is used. Be aware that saving as project file keeps the current checklist structure and evaluation status information, whilst saving as a template only saves the changes affecting the checklist structure (including plug-ins, supporting files and post processing actions) - evaluation status information is not stored within template files. Please refer to the objects section for further details. |
5.Adjust the checklist properties according to your requirements.
6.Add groups as required, and define basic group properties as well as details such as conditions by using the group controls. Once the group container itself is prepared, it is time to add some actual checklist items to it, edit their basic properties, define required options, and use the controls provided per element to adjust the tree structure of group items.
To add objects to a checklist, drag one of the object icons for groups or checklist items from the toolbox on the left-hand side of the Checklist Editor interface to the checklist area in the middle. Drop the new objects at the desired target position and adjust their default settings towards your individual needs.
7.If help files or other resources, such as images, are used within your checklist definitions, make sure to add them using the file managers that can be found under the Supporting Files tab.
8.If conditions are part of your group and element definition, it is recommended to use the Check Conditions button from the Swipe bar as soon as your checklist structure is complete. This button can be found in the Checklist Viewer. Switch to this view by clicking the View this checklist button at the bottom left. If there are issues regarding the conditional statements that have been defined, solve them and repeat the Check Conditions procedure until all issues are cleared.
9.Save the changes to the checklist file by using the Save or Save as option from the File menu. The disk symbol in the upper left corner in the title bar can also be used as a shortcut for saving the current checklist.
Be aware: Simply using Save will automatically detect whether evaluation status data is in the current project and will automatically save the current checklist as a project file (*.rqcp) including the state to ensure the saving of the result. If there is no evaluation data the checklist template will be saved as a template (*.rqct) file. |