Assigning a Checklist to an Asset Class

Kari Scott-Matthew Updated by Kari Scott-Matthew

Once your checklist is published, there's just a few more steps to the finish line.

The next, is to assign it to the relevant asset classes so that it is available for selection within the ChekRite App after the user chooses an asset. The purpose of assigning checklists is to ensure that only the specific checklists relevant to specific assets are able to be selected by users - this ensures maximum compliance, consistency, and control. 

How to assign a checklist to an asset class

  1. Go to Assignments > Assignments. 
  2. Select the published checklist to be assigned from the Checklist drop-down menu.
  1. From the Asset Class drop-down menu, tick the boxes of each asset class / sub-class that the selected checklist is to be available for.
  2. The number of Asset Classes / Sub-Classes the checklist has been assigned to appears below the Asset Class drop-down field. 

As soon as you check the box beside the asset class/sub-class the checklist is considered assigned and will be synced down to the ChekRite app the next time the app is synced making it available for the user to use it.

How did we do?

Publishing Your Checklist

Assigning Warnings & Manuals

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