{"id":267038,"date":"2023-09-30T19:53:52","date_gmt":"2023-09-30T19:53:52","guid":{"rendered":"https:\/\/transact-tech.com\/service-and-support\/?p=267038"},"modified":"2023-12-06T19:55:29","modified_gmt":"2023-12-06T19:55:29","slug":"how-to-add-a-checklist","status":"publish","type":"post","link":"https:\/\/transact-tech.com\/service-and-support\/2023\/09\/30\/how-to-add-a-checklist\/","title":{"rendered":"How to Add a Checklist"},"content":{"rendered":"\n<ol class=\"wp-block-list\">\n<li>Select Checklist Manager from the Dashboard or side navigation<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"624\" height=\"353\" src=\"https:\/\/transact-tech.com\/service-and-support\/wp-content\/uploads\/sites\/4\/2023\/07\/rtaImage-43-1.jpeg\" alt=\"\" class=\"wp-image-264643\" srcset=\"https:\/\/transact-tech.com\/service-and-support\/wp-content\/uploads\/sites\/4\/2023\/07\/rtaImage-43-1.jpeg 624w, https:\/\/transact-tech.com\/service-and-support\/wp-content\/uploads\/sites\/4\/2023\/07\/rtaImage-43-1-480x272.jpeg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 624px, 100vw\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"2\">\n<li>Select OPS<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"624\" height=\"352\" src=\"https:\/\/transact-tech.com\/service-and-support\/wp-content\/uploads\/sites\/4\/2023\/07\/rtaImage-44-1.jpeg\" alt=\"\" class=\"wp-image-264646\" srcset=\"https:\/\/transact-tech.com\/service-and-support\/wp-content\/uploads\/sites\/4\/2023\/07\/rtaImage-44-1.jpeg 624w, https:\/\/transact-tech.com\/service-and-support\/wp-content\/uploads\/sites\/4\/2023\/07\/rtaImage-44-1-480x271.jpeg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 624px, 100vw\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"3\">\n<li>Select Add, then Checklist<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"624\" height=\"352\" src=\"https:\/\/transact-tech.com\/service-and-support\/wp-content\/uploads\/sites\/4\/2023\/07\/rtaImage-45-1.jpeg\" alt=\"\" class=\"wp-image-264649\" srcset=\"https:\/\/transact-tech.com\/service-and-support\/wp-content\/uploads\/sites\/4\/2023\/07\/rtaImage-45-1.jpeg 624w, https:\/\/transact-tech.com\/service-and-support\/wp-content\/uploads\/sites\/4\/2023\/07\/rtaImage-45-1-480x271.jpeg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 624px, 100vw\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"4\">\n<li>Complete the Add New Checklist fields and select Save.<\/li>\n<\/ol>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Per Employee: Enabling this will create an employee-based checklist (i.e., Employee Wellness Checklist)<\/li>\n\n\n\n<li>Not selecting a Valid To date will make the checklist have no end date<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"624\" height=\"400\" src=\"https:\/\/transact-tech.com\/service-and-support\/wp-content\/uploads\/sites\/4\/2023\/07\/rtaImage-46-1.jpeg\" alt=\"\" class=\"wp-image-264652\" srcset=\"https:\/\/transact-tech.com\/service-and-support\/wp-content\/uploads\/sites\/4\/2023\/07\/rtaImage-46-1.jpeg 624w, https:\/\/transact-tech.com\/service-and-support\/wp-content\/uploads\/sites\/4\/2023\/07\/rtaImage-46-1-480x308.jpeg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 624px, 100vw\" \/><\/figure>\n\n\n\n<p>Once you\u2019ve 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\u2019s row. A checklist can\u2019t be deleted if it\u2019s still assigned to a folder or location.<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"624\" height=\"352\" src=\"https:\/\/transact-tech.com\/service-and-support\/wp-content\/uploads\/sites\/4\/2023\/07\/rtaImage-47-1.jpeg\" alt=\"\" class=\"wp-image-264655\" srcset=\"https:\/\/transact-tech.com\/service-and-support\/wp-content\/uploads\/sites\/4\/2023\/07\/rtaImage-47-1.jpeg 624w, https:\/\/transact-tech.com\/service-and-support\/wp-content\/uploads\/sites\/4\/2023\/07\/rtaImage-47-1-480x271.jpeg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 624px, 100vw\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Once you\u2019ve 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\u2019s row. A checklist can\u2019t be deleted if it\u2019s still assigned to a folder or location.<\/p>\n","protected":false},"author":7,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"off","_et_pb_old_content":"","_et_gb_content_width":"1080","_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","_coblocks_attr":"","_coblocks_dimensions":"","_coblocks_responsive_height":"","_coblocks_accordion_ie_support":"","footnotes":""},"categories":[214],"tags":[209],"class_list":["post-267038","post","type-post","status-publish","format-standard","hentry","category-boha-cc","tag-kb"],"_links":{"self":[{"href":"https:\/\/transact-tech.com\/service-and-support\/wp-json\/wp\/v2\/posts\/267038","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/transact-tech.com\/service-and-support\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/transact-tech.com\/service-and-support\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/transact-tech.com\/service-and-support\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/transact-tech.com\/service-and-support\/wp-json\/wp\/v2\/comments?post=267038"}],"version-history":[{"count":0,"href":"https:\/\/transact-tech.com\/service-and-support\/wp-json\/wp\/v2\/posts\/267038\/revisions"}],"wp:attachment":[{"href":"https:\/\/transact-tech.com\/service-and-support\/wp-json\/wp\/v2\/media?parent=267038"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/transact-tech.com\/service-and-support\/wp-json\/wp\/v2\/categories?post=267038"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/transact-tech.com\/service-and-support\/wp-json\/wp\/v2\/tags?post=267038"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}