Creating Checklists
Blank checklists can be added by the author by copying the master checklist. Authors may enter the procedure text by copying/pasting from another document or manually entering the content.
Procedure
-
On the Document Manager, click on the location (document or folder) where you would like to add the Checklist.
-
Click the Work Program button on the Template toolbar to create a new Checklist.
-
Complete the Document Properties for the new checklist and click OK.
-
Customize the new checklist and then save it. It will be assigned a document identifier and a position on the document manager automatically.
Notes
-
If you cut and paste content from another document the formatting will be corrected when you save the document.
-
You can also right-click on NWPG New Checklist in the New Master Documents folder and copy/paste the file to create a new checklist.
-
Authors should ensure that they do not delete the master checklist document NCHKLST - New checklist from the master template, as this document is needed to create additional checklists.
For additional help, see the Audit QuickVid – Creating New Work Programs and Checklists.