How do I add a checklist to a location?
There are two ways to assign checklists to locations.
From the Quality Module
- Go to Quality in the left-hand menu > Checklists.
- Find the checklist you want to assign.
- Click the three-dot action menu on the right-hand side > Manage Assign Locations.
- Use the + button to add locations to the checklist or the - button to remove locations from the checklist.
- Click Add All to assign the checklist to all locations at once, or Remove All to unassign it from all locations.
- Click Save when finished.
From the Location Settings
- Option 1: Click your profile in the bottom left corner, go to Manage Locations, and select the location you want to add a checklist to.
Option 2: Use the search bar at the top left (or press Ctrl+K) and type the location name. - Go to the Scope of Work tab.
- Select either the main location or a sub-location (room or floor).
- Click the three-dot action menu on the right-hand side > Manage Checklist on the right-hand side.
- Click Add Checklist and select from the list.
- To remove a checklist, click Delete next to it.