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  1. PeopleTray
  2. CHECKLISTS & WORKFLOWS
  3. Checklist Configuration

Checklist Configuration

  • Add Custom Fields to an Equipment Checklist Header
  • Account Option: Allow Workgroup Editor to Select Others in Checklist Header
  • Embed a Website Link in a Checklist Template
  • Configure a New Checklist
  • Copy a Checklist Template
  • Checklist Response Templates
  • Embed a Document in a Checklist Template
  • How to Get the Shareable Link for a Document
  • Share a Checklist Template With Another Business
  • Configure a Checklist to Appear as a Tab in a Safety Event
  • Add a Searchable Custom Field to a Checklist Header
  • Update a Checklist so the Incoming Reports are captured in a certain Module
  • How to Change the Order of Checklists in the "Submit New" Menu
  • Account Option: Allow Reader to Select Any User in Checklist Header
  • Auto Checklist Reports to an External Party
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