How do I assign a checklist to an employee?

To assign a checklist to an employee, first navigate to their record from the "Employees" option on the main menu, then open the large Employee Menu and select "Checklists".

When the list of currently assigned checklists is shown, click on the "Assign New Checklist" link at the top of the page. On the form shown, select the checklist to assign to the employee, enter the date you want the checklist to run from, provide a bespoke name for the checklist to make it easier to identify and select the administrator that all admin checks should be assigned to and submit the form.

Once the checklist is assigned, you may re-assign individual checks to other administrators if required.

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