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How to Prevent/Remove Overdue Checklists (Exception Calendar Guide)

You can remove checklists from specific dates, date ranges and recurring dates, such as public holidays.

Updated over a week ago

This article outlines the steps to retrospectively create an Exception Calendar for removing overdue checklists effectively after returning from a vacation.

Key Steps

Step 1: Access the Admin Portal

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  • Navigate to the Admin Portal.

  • Select 'Checklist Manager'.

  • Click on 'Exception Calendars'.

Step 2: Add an Exception Calendar

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  • Click on 'Add Exception Calendar'.

  • Name the calendar (e.g., '2025 Summer Vacation').

Step 3: Specify Checklist Templates

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  • List any checklist templates that should not be affected by this rule.

  • For long vacations, consider applying the rule to all checklist templates from the last month.

Step 4: Select Center or Room

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  • Choose 'Center' if the entire center was closed.

  • If only specific rooms were closed, select those rooms.

Step 5: Save the Exception Calendar

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  • Use 'Center Edge Alias' to select multiple centers if needed.

  • Click 'Save' to create the Exception Calendar.

Step 6: Add Exception Date Range

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  • Click on 'Add Exception Date Range'.

  • Enter a description and location (e.g., closed for July and the first week of August).

  • Click 'Save'.

Step 7: Verify To-Do List

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  • Check the To-Do List to confirm that only the relevant centers are showing.

  • Ensure that overdue checklists for closed centers are no longer visible.

Step 8: Future Planning

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  • Consider setting up Exception Calendars in advance for future vacations.

  • Rename existing calendars as needed and add more exception date ranges.

Cautionary Notes

  • Ensure that all relevant checklists are accounted for before saving the Exception Calendar.

  • Double-check the date ranges to avoid missing any important periods.

Tips for Efficiency

  • Set up Exception Calendars before going on vacation to prevent overdue checklists from accumulating.

  • Regularly review and update Exception Calendars to reflect any changes in schedule.

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