Cloning Checklists allows for current checklists to be used when the location and/or combination on the checklist is changed. For instance, an active checklist has become very effective for one location and there is a need to share. Cloning the checklist and changing the location offers the same exact checklist to serve another location. Cloning can be used as a time saving tool to create multiple checklist list at a faster rate verses creating a single checklist at a time. 


You must change the location and/or combination when cloning a checklist. Each checklist must be unique. 

Cloning a Checklist

When cloning a checklist, you can make changes throughout the entire checklist. This includes:

  1. Creating a new name
  2. Updating Segment Questions
  3. Adding new Segment Questions


Segment Questions are not required to be changed to clone a checklist. 


  1. Select a Checklist from the list to clone then click the Clone button to open the modal.
     
  2. Use the textbox to create a new name.
    Cloning Checklist How-To 2
  3. Optional: Change the location(s).
  4. Optional: Change the Trade/Category combination.
  5. Optional: Update or Add Segment Questions.
  6. Click the Save button to add the clone checklist. 


  1. Locate the Planned Maintenance Checklist and click the Clone button to open the modal.
  2. Create a new unique name.
    Cloning Planned Maintenance Checklist
  3. Select Planned Maintenance Frequency.
  4. Optional: Update or Add Segment Questions.
  5. Click the Save button to add the clone checklist.