Checklist: Duplicating an Existing Checklist
Purpose
- The purpose of this article is to inform First Due users how to duplicate an existing checklist in the First Due Assets module.
Idea: Duplicating an existing checklist and then editing can be a useful workflow when an apparatus or piece of equipment has a more extensive check that is required on occasion. For example: Once a week, a weekly apparatus check that is more in-depth than the daily check is required. Simply duplicate the daily check and then add the additional weekly checklist items to the newly created Weekly Apparatus Check.
Video
Directions
1. Click on Assets.
2. Click on Setup.
3. Click on Checklist.
4. Locate the checklist that is to be duplicated, and click the copy icon.
5. Name the new checklist and click Copy.
6. The new checklist will now be visible in the Checklist Name column.
7. To edit the new checklist click on the Edit icon.
8. Edit the checklist as necessary.
9. When finished click on the Save icon.
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