Cloning Checklists

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:

Creating a new name
Updating Segment Questions
Adding new Segment Questions

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

⦿ How to Clone a Repair Checklist

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

⦿ How to Clone a Planned Maintenance Checklist

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

In this Article

Related Articles

Page:

# of Work Orders with a Checklist
Page:

Adding and Removing Checklists and Checklist Items
Page:

Checklist by Category/Trade
Page:

Checklist by Provider
Page:

Checklist Dashboard
Page:

Checklist Response Detailed Report
Page:

Checklist Summary
Page:

Checklists

SCUniversity | Facility Teams

Cloning Checklists

Analytics

Cloning a Checklist

Related content