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1. Navigate to Checklist>Template
   
   
   
   
   
2. The folder structure on the left hand side of this screen behaves the same way as it does on the Response screen, please see steps 1-5 above under Response for setting this up.
   
   
   
3. Once the folders are organised, select the relevant group and click into the right hand side of the screen under Checklist Templates to make this area active and then click New, you will be shown the Checklist Template dialog.
   
   
   
   
   
   
   
   
4. Set a Name and Reference for the Checklist Template.
   
   
   
5. Items are Grouped within the Checklist Template and a group must be created before adding items against it.
   
   
   
6. Click into the Groups section of the dialog to make this area active and then click New.
   
   
   
   
   
   
   
7. Set a Name and Reference for the Checklist Template.
   
   
   
   
   
   
   
8. Select the relevant Group and click into the Items section of the dialog to make this area active and then click New.
   
   
   
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9. Select the applicable Checklist Items from the Select Checklist Item dialog and press OK.
   
   
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10. Once you have added all the necessary checklist items and you are happy with the Checklist Template, change the status to Final , press OK
    
    Important: Once a checklist template has had the status changed to Final, it cannot be edited or undone. A new one must be created if any changes are required.
    
    

To add a Checklist against a Logistics Activity, please see: