Checklists

Use the Checklists page to manage checklists. At a glance, you can review the list of the checklists that you have access to, including the name, academic year, and status of each checklist. You can sort or filter within the list to find the checklist you are looking for, copy the live link, and manage permissions for the checklist.

Only those checklists that you have permission to will appear on the Checklists page. If you do not have permission to at least one checklist, you cannot access this page. If you have the Administrator role, you will see all checklists on this page and can Edit Permissions if needed.

Checklist Workflow

Work with Checklists

1. On the main menu, select Checklists.

2. Click Filter to use the filter settings to narrow the list of checklists.

3. Click a column heading to sort checklists.

4. To copy the Checklist Link:
   1. Click More (...) in the row you want to work with.
   2. Click Copy Live Link.
   3. Click the Checklist Link URL to automatically highlight it.
   4. Copy the link and paste it into your website or email communications.
   5. Click Done.
5. To create a new account:
   1. Click More (...) in the row you want to work with.
   2. Click Account Permissions. The Manage Permissions & Profiles page appears.
   3. Click Create New Account.
   4. Enter information as needed.
   5. Click Create. The account page for the new account appears.
      Note: This account will be created, but it will not initially have access to the customer portal. Accounts can be provided access to the portal separately.
6. To add an existing account:
   
   1. Click More (...) in the row you want to work with.
   2. Click Account Permissions. The Manage Permissions & Profiles page appears.
   3. Click Add Existing Accounts. The Add Existing Accounts pop-up appears.
   4. Select the checkbox next to each account you want to add.
   5. Click Save. The selected names appear under User Account Permissions.
7. To edit an existing account's permissions for this checklist:
   1. Click More (...) in the row you want to work with.
   2. Click Account Permissions. The Manage Permissions & Profiles page appears.
   3. Click Edit next to the name of the account you want to work with.
   4. Use the fields to update Profile and/or Workspace Filter.
   5. Click Save.
8. To remove an existing account:
   1. Click More (...) in the row you want to work with.
   2. Click Account Permissions. The Manage Permissions & Profiles page appears.
   3. Click Remove next to the name of the account you want to remove. A confirmation pop-up appears.
   4. Click OK.

9. To access a particular checklist's Roster, click the row in which the checklist appears.