Assign Checklist

Assign Checklist to Staff Member

1. Choose Configuration from the main menu.

2. Choose Staff.

3. Locate the staff record.

4. Click the Files button on the record.

5. Click Assign Checklist.

6. Choose a checklist.

7. If needed, assign a due date.

8. Click Assign.

Bulk Assign Checklist

1. Choose Configuration from the main menu.

2. Choose Checklists.

3. Click the checklist you want to assign (or create a new one).

4. Click Bulk Assign. Choose the staff members to be assigned the checklist.

   1. Select the checkbox next to the staff member's name.

   2. If needed, use the search field to filter staff records by name, job type, job title, location, or hire date.

   3. Click Hide staff already assigned to this checklist to remove staff members that already have the checklist assigned.

5. Click Save.