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How do I add Actions to Completed Checklists in the Admin Portal?

If you need to add actions to completed checklists in the Admin Portal you do this by adding them to answers in the 'Completed Checklists' tab.

How do I add actions to a completed checklist answer?

To add an action to a completed checklist answer:

  1. Go to 'Manage Completed Checklists' and select the 'Completed Checklists' tab. The completed checklist table will open. 
  2. Click the row of the completed checklist you would like to add an action to. The details page for that record will open.
  3. Go to the lower table and click the ‘Answers’ tab.
  4. Click the ‘Options’ menu to the right of the answer you would like to add an action to and select 'Add Action'.
  5. The ‘Add Action’ form will open.
  6. Fill out the information you would like to add.
  7. Click ‘Save’
  8. The action will be added and you can see it under the Actions tab.

Notes

  • Actions are added to a completed checklist in the ‘Answers’ tab but the actions that are added to that completed checklist are listed under the ‘Actions’ tab.
  • To edit an action that was already added to a completed checklist go to 'Manage Actions' and open the 'Actions' tab.

Learn this next... 

How do I link a user to a Completed Checklist in the Admin Portal?