Accessing checklists
Navigate to Checklists > Checklists to view and manage your checklists.
Editing existing checklists
Make changes to checklists after creation.
How to edit
To edit a checklist:
- Go to Checklists
- Find checklist to edit
- Click actions menu (three dots)
- Select "Edit checklist"
- Edit form opens
- Make desired changes
- Click "Update"
- Changes saved immediately
What can be edited
Checklist details:
- Name
- Description
- Game link
Steps:
- Add new steps
- Edit existing steps
- Delete steps
- Reorder steps
- Change optional status
- Add/change photos
When to edit:
- Process improvements
- Procedure changes
- Feedback from staff
- New equipment
- Updated requirements
- Error corrections
Some best practices for editing include: communicating changes to team, documenting why changes were made, and updating with feedback in mind.
Duplicating checklists
Create variations based on existing checklists.
How to duplicate
To duplicate a checklist:
- Go to Checklists
- Find checklist to copy
- Click actions menu (three dots)
- Select "Duplicate checklist"
- Copy created
- Opens in edit mode
- Modify as needed
- Save as new checklist
When to duplicate
Use duplication for:
- Similar procedures
- Seasonal variations
- Different locations
- Training versions
- Template reuse
- Quick new checklist