How do I change an existing checklist definition?

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After a while, things could change within your organisation, making it necessary to update a checklist. In this article, you will find a step-by-step plan per subject for making changes.   

• Change the details of a checklist
• Link a checklist to a new client, object or unit
• Change mark definitions
• Change a category
• Change a subcategory
• Change items

Change the details of a checklist

Follow the steps below to change the details of a checklist.

1. Click on Audits & Forms and then click Checklist Definitions, in the menubar of the Dashboard

2. Click on the title of the checklist definition you want to make changes for

3. Click on Editin the upper right corner

Link a checklist to a new client, object or unit

Before a Checklist can be executed for a new client, object or unit, the Checklist definition has to be linked first. Follow the steps below to link a Checklist definition to a new client, object or unit.

1. Click on Audits & Forms and then click Checklist Definitions, in the menubar of the Dashboard

2. Click on the title of the checklist definition you want to link to a new client, object or unit

3. Click on Links in the upper right corner.

4. Indicate the clients, objects or units to which the checklist should be applied.

a. If you choose clients, you can link the checklist to one or more clients.

b. If you choose objects of clients, simply link the checklist to all objects belonging to one or more clients.

c. If you choose objects, you can link the checklist to one or more objects.

d. If you choose units of objects, you can easily link the checklist to all units of one or more objects.

e. If you choose units, you can link the checklist to one or more units.

5. Click on Save

Change mark definitions

To assign a score to an answer, you must set a number definition. Follow the steps below to change a number definition.

1. Click on Audits & Forms and then click Checklist Definitions, in the menubar of the Dashboard

2. Click on the title of the checklist definition you would like to change

3. Click on Mark definitions in the local navigation

4. Click on the title of the mark definition you want to change and make the desired changes

5. Click on Save

Change a category

Categories can be used to distinguish questions. You can also set a weighting factor per category. Follow the steps below to change the details of a category.

1. Click on Audits & Forms and then click Checklist Definitions, in the menubar of the Dashboard

2. Click on the title of the checklist definition you want to change

3. Click on the title of the category

4. Click on Editin the top right corner

5. Make the desired changes

6. Click on Save

Change a subcategory

You can divide the category into subcategories. You can set a weighting factor and a default mark per subcategory. Follow the steps below to change the details of a subcategory.

1. Click on Audits & Forms and then click Checklist Definitions, in the menubar of the Dashboard

2. Click on the title of the checklist definition you want to change

3. Click on the title of the category for which you want to change a subcategory

4. Click on the title of the subcategory

5. Click on Editin the top right corner

6. Make the desired changes

7. Click on Save

Change items

Per subcategory you configure items, also called questions. Follow the steps below to change the items.

1. Click on Audits & Forms and then click Checklist Definitions, in the menubar of the Dashboard

2. Click on the title of the checklist definition you want to change

3. Click on the title of a category

3. Click on the title of the subcategory for which you want to change items

4. Click on an item to change it