If you have been provided with a Checklist Create Link, on your Organisation intranet or via a Folio Launchpad, you will be able to assign the Checklist to yourself to complete. Upon clicking the shared link, you will land on a screen displaying the Title, Instructions, and required checklist assignment fields (e.g., Business Unit, Linked Folios). Fill in the required fields and click on the Start button to assign the checklist to yourself.
If you opened the link in error and you do not wish to assign the Checklist to yourself, press Cancel.
Upon clicking the Start button, the assignment will be created and assigned to you - the Due Date for the assignment is set up by your organisation.
After clicking start you will be taken to the Completion screen for the checklist and see the questions you need to answer. If your checklist is divided into sections, you can answer each section one by one. To save your answers in a section, click on Save and Next. When you have completed the entire checklist, click on Submit.
Note if you do not select Save & Next or Save for later before navigating away from the page your answers will not be saved.
Upon submitting the checklist, a receipt screen will confirm that you have successfully completed it, displaying the date and time of completion. Below is an example of the receipt, you will find buttons for your next steps: returning to the To-Do List, viewing your answers, or exporting them to a PDF.
Note: If you go to a create link again you will first see all of the incomplete assignments you have for the checklist, you can click on the status for any of them to complete that assignment. If you would like to create a new one click on Start New