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Bring a checklist back in line with the library

For Manager, Owner

  1. Open Settings and tap Data & updates.
  2. Under Checklist updates, tap Review checklist updates. It only shows when the library version has moved on.
  3. Beside the checklist, tap Use the standard version.
  4. Read what you’d lose, then tap Yes, replace it.

Adopting a checklist copies it as the home’s own, so a later fix to the library version doesn’t reach it until you bring it up to date here.

When it’s done

It says Checklist updated to the standard version, and the checklist leaves the list.

If it doesn’t work

  • Nothing to update: every checklist taken from the library still matches it.
  • You added lines of your own: the page says so before you replace it. Note them first if you want to add them back.
Settings, Data & updates, with Checklist updates outlined.
CareRecorda · For CQC-registered care homes in England
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