Admin

Edit or Delete Checklists

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!

1. Edit a Checklist

✔️ When a checklist is edited, the changes will be bulk applied to all locations using the checklist.

1-1. Select a checklist

On the checklist page, click to select the checklist you want to edit.

1-2. Edit the Basic Checklist Information

You can edit the checklist name and the instructions.

1-3. Edit the Task cycle

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.

1-4. Editing task details

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.

1-5. Click the 'Save' Button

Click the 'Save' button at the top right of the page.

1-6. Confirm and Complete Edits!

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!

2. Delete a Checklist

✔️Deleting a checklist will remove it from all facilities where it is being used.

✔️ Additionally, previous checklist records will no longer be accessible.

2-1. Select a Checklist

On the checklist page, click the checkbox to the left of the checklist name to select the checklist you want to delete.

2-2. Click the 'Delete' Button

Click the 'Delete' button, on the bottom left side of the checklist page, to remove the selected checklist.

2-3. Deleting is Completed!

Enter 'DELETE' in the box to activate the 'Delete' button.

Click the 'Delete' button to remove the checklist.

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