This section takes you through the steps of managing a checklist.
- Log in to the Site Manager Panel.
- From the left-hand side menu, select “Checklist”.
- Here, you’ll find various options to manage your checklist in the three-dot menu next to each checklist on the right-hand side.
- View Checklist: Review created checklists.
- Edit Checklist: Initiate editing for an existing checklist.
- Delete Checklist: This will delete the checklist
- Manage Access / Assign: Grant individuals or groups access to the checklist.
- Duplicate Checklist: Creates a copy of an existing checklist. The duplicated checklist will have the same title suffixed by “copy.”
- Change Details: This helps in managing checklist details, including Checklist Name, Category, Sub-category, and description of the checklist.
Note: Any edits or modifications made to the checklist will affect new inspections only. Completed and in-progress/Draft inspections won’t be impacted by these changes.
QR Code: Automatically generated for published checklists, facilitating easy inspection initiation for team members using their mobile devices.
