Starting a New Checklist

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

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

  3. Ensure that all mandatory fields are completed. This includes For Action and any field with a red asterisk.

    You can enter users, groups, or roles in the For Action field.

  4. In the Verification section, select whether the checklist is to be verified by a user or a role, and then complete the remaining required fields.

    • If the checklist is to be verified by a user, you must select values for the Verified by company and Verified by fields.

    • If the checklist is to be verified by a role, you must select a value for the Role field.

  5. 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.