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How do I edit Completed Checklists in the Admin Portal?

If completed checklists need corrections or additions, administrators can edit them in the 'Completed Checklists' tab.

Editing completed checklists

To edit a completed checklist:

  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 edit. The details page for that record will open.
  3. Click the ‘Options’ menu on the top right of the screen to open a pop up.
  4. Here you will be able to edit the date, site and user who completed the checklists.
  5. Click ‘Save’

You can edit further details of a completed checklist in the lower table. To do this:

  1. In the table below the completed checklist details, click the tab you would like to edit. e.g 'Answers'.
  2. Click ‘Edit’ in the 'Options' menu on the right side of the row of information you would like to change.
  3. Select ‘Edit’ and change the information in the pop up that appears.
  4. Click ‘Save’.

Learn this next... 

How do I add and edit Completed Checklist Answers in the Admin Portal?