Editing a Checklist

A Standard Checklist that is available for editing will be one that is on a white card with either a yellow bar & dash icon (in progress) or green bar & checkmark icon (complete):

A Reusable Checklist that is available for editing will be one that is on a white card with either a yellow bar & clock icon (in progress) or green bar & clock icon (finished, but not marked as complete):

To edit a checklist, carry out the following:

1. Locate the checklist you want to edit and tap on its card. The list if items for the checklist appears with previous values entered on each card:

     

   • Items with a green bar are those where the last recorded entry was valid.
   • Items with a red bar are those where the last recorded entry was not valid.
2. Tap on the checklist item you want to edit. The screen for the item appears with the last Recorded Entry at the top. The form fields are blank and ready for an new response:

   

3. Complete the checklist item.

   Your response, comments, and images are saved for the item.

   

   • If your response is valid, the checklist will proceed as follows:
     • If there are additional items on the list to be completed, the form for the next item on the checklist appears.
     • If the item you just completed is the last item on the list, the list of checklist items appears:

       

   • If your response is not valid and a Corrective Action has been setup through the Server App for the checklist item, you will need to complete the corrective action see To add Corrective Actions to a Checklist Item).