Checklist: Editing an Existing Checklist
Purpose
- The purpose of this article is to inform First Due users how to edit an existing checklist in the First Due Assets module.
Video
Directions
1. Click on Assets.
2. Click on Setup.
3. Click on Checklist.
4. Locate the checklist that is to be edited and click on the edit icon in the Actions column.
5. To add a new checklist category, click the add icon.
6. Categories can be managed by utilizing the action buttons next to the specified category. Categories can be disabled/enabled, edited, or deleted from this field.
Info: Categories can be reordered by simply dragging the category and dropping it in a new position.
7. With the category selected, new checklist items can be added by clicking the add icon.
8. To deactivate a checklist item, click the deactivate icon.
Info: Deactivating a checklist item differs from deleting it. Deactivating a checklist item turns that item off and it will no longer appear in the checklist, but it can be reactivated at any time by simply clicking the activate icon. Deleted questions are removed from the checklist and cannot be reactivated.
9. To activate a checklist item that is currently deactivated, click the activate icon.
10. To duplicate an existing question, click the duplicate icon.
11. To delete a checklist item, click the delete icon.
12. When finished, click the save icon.
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