Walkaround checklists: How to create a checklist, edit a checklist or hide a checklist

Here you'll find all the instructions that you need to manage your checklists.

Accessing the module

Click on the Walkaround module at the Services menu

Then click on the "Checklist" option:

Creating a new walkaround checklist

Editing a checklist title

To edit a checklist title you need to click on the green button next to the checklist that you want to edit:

Then choose the new title:

When clicking on Confirm, you should see a success message:

Hiding and unhiding a checklist

You can also hide a checklist to remove it from your walkaround checks, just by clicking on the "eye" icon next to the name of the checklist:

After hiding a checklist, you can see it again changing the filter on the top of the page:

If you need to unhide a checklist, you need to select the "Hidden" option on the Status filter and then click again on the eye Icon:

A pop-up will be opened and then you click on "Unhide Checklist" to complete the process:

Deleting a checklist

You can also delete a checklist. To delete it, the checklist needs to be hidden before. Select the "hidden" status in the filter and click on the "trash can" icon next to the checklist you want to exclude:

After this, a confirmation message will pop-up on the screen asking the user to confirm the exclusion: