Checklists - Main Screen - Overview
Checklists support two types: Job Selections, which allow users to select from onscreen questions and responses as they perform tasks throughout the day, and Safety Checklists, which prompt users to complete onscreen safety responses. The main screen displays a list of all checklists along with summary data for each.
Individual checklist actions can be accessed by clicking the caret icon on the far right of each record.
Click the information icon on the right side of a checklist row to view its summary details.
Use the green buttons above the list on the right side of the screen to add a new checklist or refresh the displayed data.
Checklists - Sorting
Click any column header to sort the checklist list by that column.
Checklists - Select a Checklist
Click a checklist's name to open its detail screen.
Checklists - Adding a Checklist
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Click Add from the Checklists menu
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Enter the checklist details
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Click Save when finished
You can also add a new checklist by clicking Add at the bottom of an existing checklist's detail screen.
Checklists - Editing a Checklist
Click the caret icon on the far right of a checklist row, select Edit, and the checklist detail screen will open with all fields editable.
Checklists - Delete a Checklist
Click the caret icon on the far right of a checklist row and select Delete.
A confirmation window will appear — click OK to confirm the deletion.
Checklists - Duplicate a Checklist
Click the caret icon on the far right of a checklist row and select Duplicate.
For more information about navigating the Check List screen and explanations of the applicable properties and configurations for a profile, see Checklist details.