Perform the following actions on existing checklists:

View Checklist #

Open and review the checklist structure and details.

Steps to View Checklist

1. Click the three-dot icon (⋮) next to the checklist name.
2. Select View from the menu.

Edit Checklist #

Make changes to questions, pages, logic, or structure.

Steps to Edit Checklist

1. Click the three-dot icon (⋮) next to the checklist name.
2. Select Edit from the menu.
3. Modify questions, pages, logic, or structure as needed.
4. Click Save to apply your changes.

Duplicate Checklist #

Create a copy for reuse or modification without altering the original.

Steps to Duplicate Checklist

1. Click the three-dot icon (⋮) next to the checklist name.
2. Select Duplicate from the menu.
3. A copy of the checklist is created — rename and edit as needed.
4. Click Save to finalize.

Delete Checklist #

Remove the checklist permanently if no longer needed.

Steps to Delete Checklist

1. Click the three-dot icon (⋮) next to the checklist name.
2. Select Delete from the menu.
3. Confirm the deletion when prompted.
4. The checklist will be permanently removed

Manage Access #

Control who can view, edit, or fill the checklist.

Steps to Manage Access

1. Click the three-dot icon (⋮) next to the checklist name.
2. Select Manage Access from the menu.
3. Assign permissions to Users or Groups.
4. Click Save to apply changes.

Manage Oversight #

Assign oversight roles for review and approval.

Steps to Manage Oversight

1. Click the three-dot icon (⋮) next to the checklist name.
2. Select Manage Oversight from the menu.
3. Assign Reviewers and/or Approvers.
4. Use the Anyone/Everyone toggle to define whether any one person or all assigned users must complete the action.
5. Click Save to apply the oversight settings.

Change Details #

Update checklist title, category, description, or other general info.

Steps to Change Checklist Details

1. Click the three-dot icon (⋮) next to the checklist name.
2. Select Change Details from the menu.
3. Edit the title, category, description, or other fields.
4. Click Save to apply the updates.

Checklist QR code #

Each checklist comes with a unique QR code that allows users to instantly open and complete the checklist using a mobile device. You can scan, download, or print the QR code for quick access during fieldwork, audits, or equipment checks.