Human-Focus

This is how to create an e-Checklist Template and Assign it to an e-Folder

Click Content on an e-Folder or select New e-Folder

Fill in the details if needed and click Next

If needed, click Create New to create a new e-checklist or use one already created

Click Next, Next and Finish to close the e-Folder

1. Select e-Checklists
2. Select Administration
3. Click Content on an e-Folder or select New e-Folder
4. Fill in the details if needed and click Next
5. If needed, click Create New to create a new e-checklist or use one already created
6. Click Edit on the e-checklist
7. Switch on Create As Template
8. Click Save
9. Click Next, Next and Finish to close the e-Folder

Create a New e-Folder or click Content on an e-Folder

Hover over the e-Checklist you wish to add

Select e-Folder Title(s) to view a list of the e-Folders that currently have this e-Checklist assigned

Select Add Template to add the e-Checklist to the e-Folder

Select Yes - Please note it may take a few minutes for the e-Checklist to appear.

Please check the e-Checklist content and make any changes required

Click Next, Next and Finish to close the e-Folder

1. Create a New e-Folder or click Content on an e-Folder
2. Fill in the details if needed and click Next
3. Select Templates
4. Select Private
5. Hover over the e-Checklist you wish to add
6. Select e-Folder Title(s) to view a list of the e-Folders that currently have this e-Checklist assigned
7. Select Add Template to add the e-Checklist to the e-Folder
8. Select Yes - Please note it may take a few minutes for the e-Checklist to appear.
9. Please check the e-Checklist content and make any changes required
10. Click Next, Next and Finish to close the e-Folder

Any changes made to existing templates will not affect the those that have already been assigned to an e-Folder. Changes will only be visible those that have the template newly assigned.