Introducing Checklists

Checklists can be added to all record types to collect additional data unique to your Training Organisation’s requirements. This information can be used to track progress or to display required content in custom reports i.e. Letter of Offer and Training Plan.

Checklists must first be added before they can be linked to records.

Discover how Checklists can be used within each record type relevant to your needs.

Checklist suggestions and examples

Set Up Checklist Items

Staff with an Owner or Admin security level can create, edit or delete Checklist Items.

How to add, edit or delete a Checklist Item


Link Checklists to a Record

After you have set up your Checklist items you need to link them to a Record.

How to link Checklists to a Record

Simplify your Checklist Process

You can Add, Remove and Update Checklists in bulk and Set Defaults Enrolment Checklists using Enrolment Checklist Templates to automate the process.

How to Bulk Add, Remove and Update Checklists

How to Set Up Enrolment Checklist Templates

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