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Quick Start

The purpose of this page is to allow a user to quickly generate a Checklist using basic editing steps. More advanced features and details about the features are contained in the remainder of this manual.

Once the Checklist application has been installed, and the installation instructions have been completed, perform the following steps:

# Step Action Image
1 Select Checklist App Navigate to the App named Checklist from the App Selector.
2 Create New Checklist Template Navigate to the Admin Console and click “+” to create new Template.
3 Name the Checklist Template Input the Name and click Save.
4 Select the Template from the List Click on the Options pane to select Versions and click Edit next to the Initial Release Version (modify this image).
5 Create a Chapter Click on the Pencil Icon in the Chapter Header to create/edit Chapter Names.
6 Edit and Save the Chapter Name Click Add New and then type in the Chapter name and press Save.
7 Add Chapter to Template Click the “+” sign to add the Chapter name to the Template and then Save the Template.
8 Create a Section Click on the Pencil Icon in the Section Header to create/edit Section Names.