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How to Add, Edit or Delete a Checklist Item

Staff with an Admin security level can create, edit or delete Checklist Items.  Staff with a User security level can attach checklists to a record.

Before you begin:

Required Knowledge: Checklist

1

Navigate to LRM > Settings

2

Add a new Checklist Item
  1. On the Left Navigation Bar, click Checklists
  2. In the Checklist Category Dropdown Menu, select the required Record Type.  See Checklist suggestions and examples
  3. Click New Checklist Item on the right-hand side of the page
  4. Enter the Checklist Item Type and Description
  5. Click Save
Edit an existing Checklist Item
  1. On the Left Navigation Bar, click Checklists
  2. In the Checklist Category Dropdown Menu, select the category of the Checklist that you wish to edit
  3. For the relevant Checklist, click Action; then Edit
  4. Type over the Checklist Type and / or Description as required
  5. Click Update
Delete a Checklist
  1. On the Left Navigation Bar, click Checklists
  2. In the Checklist Category Dropdown Menu, select the category of the Checklist that you wish to edit
  3. For the relevant Checklist, click Action; then Delete
  4. Confirm that you wish to delete this Checklist by clicking OK

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