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Manage Checklist Items

Items in a checklist can be reordered, edited, or deleted. If new items are needed, you can choose to either edit an existing item or add a new item. You can even make an item a substep, a step that must be completed in support of a main task.

Reorder Checklist Items

After you have entered your checklist items, you may want to reorder them. On the Checklists page, go to the Order column click the Move up or down arrow next to a checklist item to move it up or down in the list.

Checklist_Item_Reorder.png

Create Substeps

On the Checklists page, go to the Level column and click the Move in arrow to turn a main task into a substep. Conversely, click the Move out arrow to turn a substep back into a main task. Tasks are numbered and substeps are lettered.

To edit a checklist item
  1. In the Admin window, go to Plugins: Checklists. The Checklists page opens.

    Checklists_List.png

  2. Click the name of the checklist you want to edit.

  3. On the Checklists: [Name] page, click the name of the checklist item you want to edit.
    Checklist_Item_Reorder.png

  4. On the Checklist Items: Create Item page, make your changes.

    Checklist_Add_Edit_Item.png

  5. Click Save.

To delete a checklist item
  1. In the Admin window, go to Plugins: Checklists. The Checklists page opens.

    Checklists_List.png

  2. Click the name of the checklist that contains the item you want to delete.

  3. On the Checklists: [Name] page, click the trash can icon associated with the checklist item you want to delete.
    Checklist_Item_Reorder.png

  4. When the confirmation window opens, click OK.

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