This is how to create an e-Checklist Template and Assign it to an e-Folder
How to Create a Template
- Select e-Checklists
- Select Administration
- 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 Edit on the e-checklist
- Switch on Create As Template
- Click Save
- Click Next, Next and Finish to close the e-Folder
How to Assign the Template
- Create a New e-Folder or click Content on an e-Folder
- Fill in the details if needed and click Next
- Select Templates
- Select Private
- 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
Please note:
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.