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Create a Checklist Configuration Template

A Checklist Configuration Template allows you to add multiple checklist categories and items to create a custom selection of Checklist Findings to be used when creating an event.

Steps

1. Access the Checklist Configurations section.

2. In the Checklist Configurations section, select .

   The Template Name window appears.

   

3. In the Unique Template Name box, enter a unique name for the Checklist Configuration Template, and then, in the Select Family... box, select an applicable Inspection family for the template.

   Note: This will be the Inspection family for which this template will create a set of Checklist Findings represented by the template. In the baseline configuration, Checklist Inspection Template is the only available family.

4. Select Done.

   The new Checklist Configuration Template appears.

Note: Before you can save your Checklist Inspection Template, you must add a category to the template.

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