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?

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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

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Checklists Reviews

• What is a checklist review?
• How to set up Checklist Reviewers?
• How to set up Checklist Assignment Reviewers?
• How do I complete a checklist review?
• How do I set up checklist reviews defaults?
• How do I send a Checklist Review back to the previous stage?

Completing Checklists

• Using Checklist Create Link
• How do I complete a checklist?
• We have inadvertently marked off our Checklist as done. Can we reset it to doing?

Checklist Actions

• Creating an action arising out of a checklist

Viewing Checklists

• How can I see all of my checklists?

Checklist Results & Reporting

• 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?
• How do I see the results of my checklists?
• Creating a checklist results report
• Can I print out a copy of my checklist?

Linking Checklists to Folios

• Linking a checklist to a Folio
• Linking multiple checklists to a Folio

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

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