e-Checklist Templates

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

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