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How do I add a checklist to a location?

There are two ways to assign checklists to locations.

From the Quality Module

  1. Go to Quality in the left-hand menu > Checklists. 
  2. Find the checklist you want to assign.
  3. Click the three-dot action menu on the right-hand side > Manage Assign Locations.
  4. Use the + button to add locations to the checklist or the - button to remove locations from the checklist. 
  5. Click Add All to assign the checklist to all locations at once, or Remove All to unassign it from all locations.
  6. Click Save when finished.

From the Location Settings

  1. 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.
  2. Go to the Scope of Work tab.
  3. Select either the main location or a sub-location (room or floor).
  4. Click the three-dot action menu on the right-hand side > Manage Checklist on the right-hand side.
  5. Click Add Checklist and select from the list.
  6. To remove a checklist, click Delete next to it.

 



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