Checklists
Creating Checklists
- What is a Checklist?
- Creating a new checklist
- Checklist Questions Tab
- Types of questions available in checklists
- How do I add dependent questions on checklists?
- How do I add tables to a checklist?
Assignment of Checklists
- Checklist Create Link
- Assigning checklists
- Can I set up a repeating checklist?
- Assigning multiple checklists to a user
- How do I assign one Checklist to multiple users?
- Changing Checklist Due Dates
Completing Checklists
Checklists Reviews
Checklist Actions
Viewing Checklists
Checklist Results & Reporting
- How do I view Checklist Results
- How do I view Questions & Answers across one or more checklist results
- Can I print out a copy of my checklist?
- How do I make a report on all Checklists in my Folio Instance
- How do I make a Report across multiple Checklists?
- How do I run a Configurable Checklist Results Report?
Linking Checklists to Folios
Checklist Administration
- Deliverables vs Indicators
- Retiring Checklists & Checklist Assignments
- How do I make checklist questions mandatory?
- How do I change my checklists default settings?
- All of my checklists have similar notification settings, how do I save these?
- Categorising checklist questions