Create a New Checklist

  1. Access the Checklists page.

  2. Click Add.
  3. Enter a checklist name in the Name text box.
  4. Enter a description in the Description text box.
  5. Click Save.

    Note: The Checklist Items section is now available.

  6. Click Add in the Checklist Items section.

  7. Enter a checklist item.

    Note: You can click Edit All to edit the existing checklist items.

  8. Click Save.

Note: The checklist items are listed in the Checklist Items section.

See Also

Checklists

Copy an Existing Checklist

Delete Questions in a Checklist

Link Checklists to Entities

Link Checklist to Entities via Spreadsheet Upload

Push Checklist Items to RCMs

View the Risk Control Matrix - Checklist

Edit Checklist Summary Information

Respond to Checklist Questions