Build a checklist

1. Open Home, Governance, Checklists.
2. To use a ready-made one, open Start from the library and tap Use this one, or Add all.
3. To make your own, tap Build a checklist, give it a name and say how often, then add its lines with Add a line.
4. Under How is it worked through?, choose once straight through, or room by room, resident by resident or item by item. Tap Save the checklist.
5. To change one later, tap Edit beside it. Put them back restores lines still in the library. Delete this checklist removes it; audits already done stay on the record.

When it’s done

The checklist is listed on Checklists, ready to work through, and on its check if it completes one.

If it doesn’t work

• It says “Give it a name first”: the checklist needs a name before it saves.
• Nobody can work through it yet: it needs at least one line.
• You can’t edit a checklist: only Managers and the Owner can.