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- From the Groups list, select a checklist management group. The Items list will be updated.
- Click New. The General tab of the Checklist Template dialog will be displayed.
On the General tab, enter required details.
- Select the Structure tab.
- Select the Group panel.
- In the Toolbar, select the New Item button. The Checklist Template Group dialog will be displayed.
- Enter the details.
- Select The Items panel.
- In the Toolbar, select the New Item button. The Select Checklist Item dialog will be displayed.
- From the list, select the Item to be included in the template. Repeat until all required are selected.
- Click OK. The dialog will close and a Checklist Template will be created.
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Tip |
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The Copy button can be used to create a new duplicate Template. From the Template list select the record to be copied followed by the Copy button. |