Mark the Out-of-Scope Items within the Checklist

Know the Options to Enable or Disable the Out-of-Scope Items within the Checklist

Users can exercise one of the options to enable or disable the "Out-of-Scope" items for each line item within the checklist:

Option 1: Mark the Out-of-Scope Items in the Template(Spreadsheet)

OR

Option 2: Mark the Out-of-Scope Items Manually from the Items Section

See How To...

Option 1: Mark the Out of Scope Items from Template Spreadsheet

In the checklist template spreadsheet, set the out-of-scope to True for one or more line items, upload the file from checklist module, and observe the slider turn on automatically for the specified line items.

Option 2: Mark the Out-of-Scope Items Manually from the Items Section

Once the details of the template displays in the Items section, click the icon under Advanced column to open the panel with Out-of-Scope slider. Turn the slider on or off as needed.

Related Tasks

Create New Checklist and Include the Template

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