Create a New Checklist and Include the Template

The system provides users with the facility to create a new checklist at the Tenant-level and include the template within the checklist.

Step 1: Navigate to the Tenant-level

Step 2: Click on Settings from the sidebar

Step 3: Select Checklists under Settings

Step 4: Click the Add New button 

Step 5: Key in the ID and Name of the Checklist

Step 6: Click Choose File and locate the Template to include in the checklist

Result: The details of the template displays in the Items section

Related Tasks

Mark the Out of Scope Items within the Checklist

Define Rules and Conditions for Notes

Design the Checklist Form

Open the Out of Scope Form for Submission and Approval

Add New Version to an Existing Checklist