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Editing a Checklist Template
Checklist templates can be modified at any time, however there are some restrictions on which fields can be edited.
The company assigned to a non-master template can never be changed. If the template is marked as current but does not yet have any started checklists, and checklists of the same checklist type are in progress for the same company, the checklist type cannot be changed. Checklist security groups can only be edited if the template is marked as current. If the template is marked as current, the "current" status cannot be removed from this window - see Current Checklist Templates for more information.
For the rules around editing a master template, see Master Checklist Templates.
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Right-click the template, or left-click the template and click the menu icon
, then click Modify. This opens the Manage Checklist Template window for that template. -
Edit the available fields as necessary. If it is a current template,
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Click
to save your changes.