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Wisenet

      How to Add, Edit or Delete a Checklist Item

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

      Required Access: Owner or Admin

      1

      Navigate to LRM > Settings

      2

      Add

      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

      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

      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
      Next Step

      How to link Checklists to a Record