You can now define a list of items for testers to check during their test runs. The items will be displayed on the Issues form. The items to be checked can be something like ‘Response Rotation’ or ‘Question-Wording,’ etc. Interviewers can then indicate that they reviewed those items on each survey page (if appropriate).

Use checklists for defining essential tasks for your testers.

While using the SurveyTester Browser Extension, testers can use the checklist at the bottom of the issues dialog. The checklist is used for every survey page individually.

You can manage a project’s checklist definition and add checks, load them from the server, or save complete checklists as templates on the server for usage in other projects.

The checklist will be shown in the issues form (when the user chooses it to be open) on every page, and testers can sign off on the individual items. Clicking on an item will change it to green, and it will be recorded in the system allowing project managers to review the items checked by each user on each page.


A checklist is specific to a project. A new and unique Checklist can be created for each project, or existing ones (known as templates) can be applied.

The Checklist item is now on the Project Details form. You can define multiple checklists for different testers and different stages in the testing process.

Clicking on the Define Checkist button will launch a form allowing you to load items to be checked from existing Checklist templates or to create a new list of items.

Click on the + box on the Checklist form to add new tasks to the list.

After defining the checklist task, click on the Add button to add that task to the checklist for this project, and then continue to add as many tasks/items as you like. The Is Active check box allows you to make a task active or inactive at any time in the test process.

When the ISSUEs form is launched during a test run, the checklist items will appear at the bottom of the form. Clicking on an item will change it to green, indicating that you did check that topic on that page. Not all checklist items are appropriate for each page, such as the Valid Range in this example, so they do not need to be checked.

You can make a checklist item inactive at any time in the testing process. That item will no longer be displayed to testers. This allows you to define a long list of check items and have a subset displayed at different testing phases. Or you can specify a few large templates with many items and select a subset of check items for a project.

In this example, we will remove the Qualifying Logic issue item since this survey has no routing variations. We do that by clicking on the Is Active check box changing the status from Checked (blue) to empty.

The next time the Issues form is launched for this project, that item will not appear on the Issues form.

You can easily confirm which items in a checklist are active on the Check List page. Items with a green check mark to the left are active.

Click on the three dots … to the right of each item to change their status or edit their name and description.


After a Checklist is defined, it can be saved as a template that allows other project managers to re-use them on other ST projects.

Click on the Load from Template button to display the list of previously defined templates.
A checklist template can contain duplicate items, or there can be different lists for different testers.

After some test runs are manually completed, the CheckList page can display which items have been
checked (clicked on) by each tester. In this example, none of the testers thought the correct Range item needed to be checked on the first three pages of the survey.

Only test runs for which a checklist item had been selected will appear in the report.
Auto test runs will never be displayed in the Checklist Report.

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