To create an e-Folder:
Go to e-Checklists > Administration
Click on Create New e-Folder
Enter the e-Folder details
Type in the e-Folder Title
Type in the Description
Upload a Logo if required or leave it empty to use the Human Focus logo
Choose the e-Folder settings. Most of these are optional as they for filtering and searching purposes.
Select a Site Location (optional)
Select a Department (optional)
Select an e-Folder Type - ensure you select Risk Assessment if you are making a risk assessment e-Checklist
Select Tags to help with filtering and searching
Enabled/Disable Grouped Task to share with multiple users until one user completes it
Choose the Scoring parameters
Within the e-Checklist, scored questions will show the overall score of the e-Checklist.
Enable/Disable Private setting. Enabling this means the e-Folder, and e-Checklists within it, can only be accessed by assigned users.
Click Next to create e-Checklists and the e-Checklist Content
Click Exit to exit the e-Folder