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To create a checklist, the user must have an administrator role. Checklist provides user with a guide to make sure that procedures are completed in an organized fashion.
The checklist feature serves a crucial purpose in overseeing tasks and procedures to prevent any important steps from being overlooked during execution. By using checklists, all staff members can ensure that nothing is omitted, minimizing the risk of compromising results. Furthermore, checklists promote an orderly and organized approach to completing activities each time a task or procedure is carried out.
Go to Admin > Checklist > Manage. Click on Manage.
- Choose the School.
- Click on Add a Checklist.
If your school has multiple campuses, then a checklist will need to be created for each campus.
This will be the name that appears for all users to see when adding a checklist at the student profile.
4. In the Master checklist box lives all checklists. Click on View Items to add items to the checklist.
Users can edit or modify the checklist at any time using this same pathway.
6. Type the title of the item on the checklist.
7. Give a description of the item. This description box could be used for staff to use with students, so all students receive the same consistent information.
8. Choose 'checkmark' for the Type. The other types are currently under development.
9. Choose any from Access. Currently employees only have access to checklists. Students cannot view any checklists.
10. Leave prerequisite blank. The prereq function is under development
11. Click Save.
