You can edit or delete a registered checklist.
When editing or deleting a checklist in use, previous task records may be affected. Please proceed with caution!
✔️ When a checklist is edited, the changes will be bulk applied to all locations using the checklist.
On the checklist page, click to select the checklist you want to edit.
You can edit the checklist name and the instructions.
You can edit the Task cycle.
💡 If the Task cycle is edited, task results prior to the change may be changed for facilities using the checklist.
💡 If the schedule being assigned for the task changes, the completed or incompleted status of tasks before the edit date may also change. Please make edits carefully.
You can edit the task details and rearrange their order.
You can add new checklist items or delete existing ones.
💡 When checklist items are added, deleted, or edited, the changes will apply to the checklist items of facilities using the checklist based on the edit date.
Click the 'Save' button at the top right of the page.
After clicking the 'Save' button, a ‘Edit the information?’ popup for checklist edits will appear.
Click the 'Save' button in the popup to complete the checklist edits!
✔️Deleting a checklist will remove it from all facilities where it is being used.
✔️ Additionally, previous checklist records will no longer be accessible.
On the checklist page, click the checkbox to the left of the checklist name to select the checklist you want to delete.
Click the 'Delete' button, on the bottom left side of the checklist page, to remove the selected checklist.
Enter 'DELETE' in the box to activate the 'Delete' button.
Click the 'Delete' button to remove the checklist.