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Edit, Duplicate, Remove, or Delete Questions on Portal

Asha Thomas
Asha Thomas
  • Updated

Manage and update reusable questions on portal to keep checklists accurate and up to date.

To edit, duplicate, delete, or remove a question from all checklists, you must have the "Manage Checklist Templates" permission. For more information on different role permissions visit Edit Role Permissions

Edit a Question

Editing a question in the portal allows users to update question title, subtitle, answer configuration, compliance rules, follow‑ups, and attachments. Editing is restricted based on question ownership.

  1. Navigate to the Ecolab KitchenIQ™ website
  2. Click on Checklists, then Questions in the left side menu
  3. Search for and select the question you want to edit
    • You can only edit Location-level questions. You cannot edit Organization-level questions.
  4. Click Edit Question in the top right corner
  5. Make updates as needed
    • Answer type cannot be changed once the question has been answered in a checklist submission
  6. Click Save Question
  7. Confirm you want to save the question and push the changes to future checklists the question is used in, or choose to create a duplicate of the question with the changes you made
Changes apply only to future checklist usage and do not affect historical responses. 


Duplicate a Question

Duplicating a question creates a new, editable copy that can be customized without affecting the original question.

  1. Navigate to the Ecolab KitchenIQ™ website
  2. Click on Checklists, then Questions in the left side menu
  3. Search for and select the question you want to duplicate
    • When a location duplicates an organization‑owned question, a new location‑owned version of the question is created.
  4. Click the Duplicate Icon
  5. Type a Title for your new question
  6. Click Duplicate
    • You will automatically be redirected to the new question. Customize it as desired, then tap Save
    • The original question will remain unchanged

Once saved, the question becomes available in the Question Repository for use in checklists.


Remove a Question from a Singular Checklist

  1. Navigate to the Ecolab KitchenIQ™ website
  2. Click on Checklists in the left side menu to view the list of Checklists
  3. Select a Checklist that contains the question you want to remove
  4. Click Edit Checklist in the Checklist Questions section
    • You can only edit location-level checklists. The Edit Checklist button will not be present on Organization level checklists.
  5. Click the red - icon
    • The question will be removed from the checklist

Remove a Question from All Checklists

Removing a question from all checklists removes it everywhere it is currently used. This action is restricted based on question ownership.

  1. Navigate to the Ecolab KitchenIQ™ website
  2. Click on Checklists, then Questions in the left side menu
  3. Search for and select the question you want to remove from all checklists
  4. Click Remove from all Checklists
    • If a location is using an organization-level question in a local checklist, they will not have the option to remove it from all checklists, as locations cannot edit organization-level checklists. All questions created by the organization must be removed from location-level checklists individually. See Remove a Question from a Singular Checklist above.
  5. Confirm Removal
    • The question will be removed from all checklists it is currently used in. 
    • The Remove from all Checklists button will now be replaced with a Delete button.

Delete a Question

Deleting a question permanently removes it from the Question Repository without affecting historical checklist submission data.

  1. Navigate to the Ecolab KitchenIQ™ website
  2. Click on Checklists, then Questions in the left side menu
  3. Search for and select the question you want to delete
    • A Question can only be deleted if has been removed from all checklists or is present in only one checklist. If the question is included in multiple checklists, you must tap Remove from all Checklists first. Then, tap the 3 dots again to see the Delete option.
  4. Click Delete
  5. Confirm Deletion
    • Deleted questions cannot be recovered. 
    • Completed checklist submissions retain their responses. 
    • Organization‑owned questions cannot be deleted by location users. 

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