Starting a New Checklist

  1. Click on the Checklist Module to open the Checklist Register.

  2. Click New and select the Checklist Type to be created.

  3. Ensure that all mandatory fields are populated. This includes For Action, assigning a Verifier, and any field with a red asterisk *.

  4. Click Save to save the checklist without issuing. It can be issued at a later date as required.

  • The “For Action” field recipients need to update one or more sections of the Checklist.

  • The “For Info” recipients are not able to edit field values in the Checklist sections but can view the Checklist as it is being worked upon.