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How do I customize a checklist?

Updating and customizing a checklist

Cipher avatar
Written by Cipher
Updated over a week ago

To Customize a Checklist:

  1. Go to Health and safety > Checklist.

  2. Use the search filters at the top to locate the checklist.

  3. Click ‘View’ to open it for editing.

  4. In Stage 2 – Check Items:

    • Review the existing items.

    • Click Actions (...) > Update to change any questions or answers.

    • Click the ‘Add’ button to include new items in your checklist.

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