Copy an Existing Checklist

Copying an existing checklist will copy all the questions contained within an existing checklist to a new checklist.

  1. Access the Checklists page.
  2. Click the name of the checklist you wish to copy.
  3. Click Copy.
  4. Enter the name of the new checklist.
  5. Enter a description.
  6. Select the Copy Questions check box.
  7. Click Save.
  8. Click Edit to add or delete any questions.

See Also

Checklists

Create a New 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