How to Add a Checklist

1. Select Checklist Manager from the Dashboard or side navigation

2. Select OPS

3. Select Add, then Checklist

4. Complete the Add New Checklist fields and select Save.

• Per Employee: Enabling this will create an employee-based checklist (i.e., Employee Wellness Checklist)
• Not selecting a Valid To date will make the checklist have no end date

Once you’ve added a new checklist, you have the option to Edit, Clone or Delete it by selecting the three dots at the end of the Checklist’s row. A checklist can’t be deleted if it’s still assigned to a folder or location.