These actions apply only to checklists on sites assigned to you.

3.3.1 View Checklist #

Open the checklist to review structure, questions, and setup.

Steps:

1. Click the ⋮ next to the checklist.
2. Select View.

3.3.2 Edit Checklist #

Make updates to content, logic, or flow.

Steps:

1. Click the ⋮ next to the checklist.
2. Select Edit.
3. Modify questions, pages, logic, etc.
4. Click Save.

3.3.3 Duplicate Checklist #

Create a new checklist based on an existing one.

Steps:

1. Click the ⋮ next to the checklist.
2. Select Duplicate.
3. Rename and edit the copy.
4. Click Save.

3.3.4 Delete Checklist #

Permanently remove the checklist if no longer needed.

Steps:

1. Click the ⋮.
2. Select Delete.
3. Confirm deletion.

3.3.5 Manage Access #

Set user-level access for checklist visibility and editing—only within your assigned sites.

Steps:

1. Click ⋮ next to the checklist.
2. Select Manage Access.
3. Set permissions and click Save.

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3.3.6 Manage Oversight #

Assign who will review or approve the checklist once completed.

Steps:

1. Click ⋮ next to the checklist.
2. Choose Manage Oversight.
3. Assign roles and click Save.

3.3.7 Change Details #

Update general checklist info like name or category.

Steps:

1. Click ⋮ next to the checklist.
2. Select Change Details.
3. Edit details and Save.