Managing Checklist Groups

A checklist group is a collection of checklists. You can associate a checklist group with an inspection type or a document type, so that inspectors or document reviewers perform their inspections or review tasks following the checklists in the checklist group.

Topics

Creating a Checklist Group

You first create a checklist group and then add individual checklists to the group. You must create a checklist before you can add to a checklist group. For instructions, see Creating a Checklist. A checklist can belong to only one checklist group.

To create a checklist group

  1. Access the Classic Administration page (Accessing Classic Administration).

  2. Choose Inspection > Checklist Group.

    Civic Platform displays the Checklist Group—List window.

  3. Click Add.

    Civic Platform displays the Checklist Group—Add window.

  4. Enter the new group name in the Group Name field.

  5. Click Submit.

    Civic Platform displays the Checklist Group—Edit window.

  6. Click Add.

    Civic Platform displays the Add Checklist to Group window.

  7. Select the checklists that you want to add to the group.

  8. Click Add.

  9. Update these fields:

    Display Order Enables you to sort the checklists in the order you specify.
    Auto Create If you enable Auto Create, if the checklist group is associated with an inspection type, Civic Platform automatically add the checklist to inspections of the inspection type; if the checklist group is associated with a document type, Civic Platform automatically adds the checklist as document review checklist for documents of the document type.
    Ad Hoc Not currently used.

  10. If you made changes, click Update.

  11. Click Add.

Editing a Checklist Group

You can change the checklists that appear in a group or the order in which checklists appear in a group.

To edit a checklist group

  1. Access the Classic Administration page (Accessing Classic Administration).

  2. Choose Inspection > Checklist Group.

  3. Click Edit next to the name of the group you want to edit.

    Civic Platform displays the Checklist Group—Edit window.

  4. Update these fields:

    Display Order Enables you to sort the checklists in the order you specify.
    Auto Create When Auto Create is enabled, if the checklist group is associated with an inspection type, Civic Platform automatically adds the checklist to inspections of the inspection type. If the checklist group is associated with a document type, Civic Platform automatically adds the checklist as a document review checklist for documents of the document type.
    Ad Hoc Not currently used.

  5. Click Update.

Adding a Checklist to a Group

You can add additional checklists to a checklist group. You must create a checklist before you can add to a checklist group. For instructions, see Creating a Checklist. A checklist can belong to only one checklist group.

To add a checklist to a group

  1. Access the Classic Administration page (Accessing Classic Administration).

  2. Choose Inspection > Checklist Group.

  3. Click Edit to the right of the group that you want.

    Civic Platform displays the Checklist Group—Edit window.

  4. Click Add.

    Civic Platform displays the Add Checklist to Group window.

  5. Select the checklist that you want to add to the group.

  6. Click Add.

Removing a Checklist from a Group

If you no longer want a checklist within a particular group, you can remove it, enabling you to associate a checklist with a different group.

To remove a checklist from a group

  1. Access the Classic Administration page (Accessing Classic Administration).

  2. Navigate to Inspection > Checklist Group.

  3. Click Edit next to the group name.

  4. Click Remove next to the checklist you want to remove.

  5. Click OK.

    Note:

    These steps remove the checklist from the current group only. You can still add the checklist to another group. To add a checklist to another group, see Adding a Checklist to a Group.