Table of Contents

Publishing Your Checklist

Once the checklist has been reviewed, amended, and gained stakeholder approval, then it is ready for publishing. Yeah!! 👏🏼

How to publish a checklist

  1. Go to Checklists > Checklists.
  2. Select the checklist to be published.
  3. Click Publish button.

Once published, the checklist will change colour from orange to grey in the checklists panel.

Once published all details of a checklist (including the questions) can no longer be edited. Any revisions mean the creation of a new version.

How to publish a new version of a checklist

In order to revise a published checklist, you need to create a new version and modify it to meet your new requirements. Then it is ready for publishing. Here's how:

  1. Go to Checklists > Checklists.
  2. Select the version of the checklist to be published.
  3. Click Publish button.
  4. A pop-up screen will appear asking whether to copy over assignments, warnings, manuals, and whether to archive the previous version of the checklist.  The default setting is “Yes” for each of these items as most most new versions are a routine update of a checklist.  Select No where required.

How did we do?

Testing Your Checklist

Assigning a Checklist to an Asset Class

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