Checklists
28 articles
[Video Tutorial] All about Checklists Module
Checklist Template OverviewLearn everything about creating and updating your Checklists, and the different Settings and options to complete Checklists.
Checklist Templates Page NavigationRead up on all options for your Checklist Templates
Checklist Template SettingsLearn how to use the General Settings, give Users access and change the PDF content of your Checklist Templates.
Checklist VersionsUnderstanding Draft Versions and Publishing Process.
Checklist SchedulesLearn how to configure a Schedule for your Checklist if this needs to be completed on a recurring basis.
SurveyCreate surveys in 1Place for easy checklist completion. Customize, manage efficiently, and save configurations for multiple surveys.
Checklist To-Do ListExplanation on how your To-Do List works
Checklist RegisterThis article will explain the Checklist Register and how to use it.
Checklist SettingsThis article explains the two checklist settings within 1Place.
Checklist How-to VideosThis article contains a collection of videos showing all Checklist related changes
Checklist VersionsUnderstanding Draft Versions and Publishing Process.
Checklist Exception CalendarsYou can now block out specific dates, date ranges and recurring dates that should be excluded from checklist schedules.
Reassigning ChecklistsIf you accidentally selected the wrong Centre or Room for your Checklist, you can reassign it to the correct one.
Checklist Template FoldersOrganise your Checklist Templates by creating Folders for a better overview
Checklist Template Sort OrderOrganise your Templates so they appear in a more logical order for those completing the Checklists
Checklist Template Builder (old)This article will explain and give a rundown on how to create a brand new Checklist Template using the old template builder.
Checklist To-Do ListThis article will give you a rundown on how your Checklist Action Dashboard works.
Checklists OverviewLearn how to access checklist templates, create schedules, add exceptions, manage completed tasks, and adjust checklist Settings.
Checklist Builder OverviewInstructions on how to navigate the new Checklist Builder
Checklist Builder - GroupsLearn how "grouping" works.
Checklist Builder - Questions
Checklist Question TypesLearn all about the different Question Types you can add in the Checklist
'Select' Question PresetsWe've setup the most commonly used options for the 'Select' question.
Checklist Builder - Rules and ConditionsInstructions on how to create and manage Rules and Conditions
Checklist Publish WizardWhen you Publish your Template or the first time you will need to complete these steps
How to Edit Questions with Rules SafelyEditing existing questions that have Rules attached is complex, and may cause data corruption if you too many changes in a without saving.
Checklist Builder – FormulaInstructions on how to use Formula Question Type