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1. Introduction

The Text Field in Unifize allows you to enter plain text directly into a checklist record. It’s designed for simple data entry—ideal when you need to add a short explanation, title, or comment without formatting.

Depending on the setup, some text fields may appear as single-line inputs (e.g., titles or labels), while others may be configured as multiline to allow for longer responses like summaries or descriptions.

2. How Text Fields work

When completing a checklist:

• You will see a standard input box labeled with the field name (e.g., “Action Description”).

• The box may show placeholder text (e.g., “Enter the steps you took”) to guide your response.

• If the field is multiline, you’ll be able to enter extended text across multiple lines (like a paragraph).

• Simply type your input and proceed—there’s no separate formatting toolbar or “Done” button.

• The field saves automatically as part of the record when you submit or save the checklist.

The field may appear as required, locked, or hidden based on process conditions defined by your admin.

Text Fields make it quick and easy to provide written input when formatting isn’t necessary. They’re most useful when you need to add labels, provide straightforward answers, or log context without worrying about structure or style.

• Naming a non-conformance or action item

• Describing what happened in a deviation

• Logging follow-up comments

• Entering brief root cause analysis

• Quick to fill out and no formatting needed

• Intuitive for short or medium-length responses

• Multiline option lets you write in full sentences if needed

• Reduces friction during checklist completion

1. Open the checklist assigned to you or that you're contributing to.

2. Locate the Text Field labeled by your admin (e.g., “Action Description” or “Justification”).

3. Click on the “Add Text” section. You will see a text box open where you can start typing.

4. Your entry is saved with the record as part of checklist progress.

If you cannot see or edit a text field, it’s likely controlled by admin-defined logic based on record status or role permissions.