How to Add New Checklist Templates?

Created by techpride15 Lakshmi, Modified on Mon, 28 Oct, 2024 at 4:28 AM by techpride15 Lakshmi

You can add/edit a checklist template as needed for any repetitive use.  


1.  Navigate to Documents > Checklist Templates.


The Checklist Template page is displayed.



2.  Click Add New Checklist.


The Checklist Template dialog is displayed. 




3.  Enter the name of the checklist in the Checklist Name field.  This is a mandatory field.

4.  Select the flight type from the Type dropdown list.

5.  Select the rule for validation to be set up from the Validation Rule dropdown list.

6.  Enter a note if any in the Notes field.

7.  Click Add.


The Checklist Templates page is displayed to add and manage the checklist items.



8.  To add a new checklist Item, click Add Item.


The Add Checklist Item dialog is displayed. 



9.  Enter a description in the Action Description text box. 

10.  Click Save.


The new item is added to the checklist. 

11.  Click  icon to move the items that are needed from the Inactive Items to add to the Checklist Items.


The items are added to the checklist.


Note:

  • To move the items back from Checklist Items to Inactive Items, click .

  • To edit a checklist item, click  icon in the row of the item you wish to update.

  • To delete an item in Inactive Items, click  icon in the row of the item you wish to delete.


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