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Create a Checklist (Portal)

Asha Thomas
Asha Thomas
  • Updated

Creating a checklist in the portal allows users to build and manage structured checklists using reusable questions from the Question Repository, organized into sections for easy execution.

To create a Checklist, you must have the "Manage Checklist Templates" permission. For more information on different role permissions visit Edit Role Permissions

Create a Checklist

  1. Navigate to the Ecolab KitchenIQ™ website
  2. Click on Checklists in the left side menu
  3. Click on Create Checklist
  4. Click the pencil icon next to Untitled Checklist to name your checklist
  5. See steps below to add and remove questions or organize your checklist with sections. If you do not wish to do so, click Create to save your checklist.

Add Questions

  1. Drag and drop questions from the question repository on the left to include in your checklist
    • If you need to create a new question, click the + icon in the top right of the Question Repository. See How to Create Question.
  2. Turn on/off the required toggle for each question
    • If turned on, the checklist cannot be completed until the question is completed
  3. Click and drag to change the order the questions

To learn how to create a question, see How to Create a Question.


Remove Questions

  1. Click the red - icon
    • The question will be removed from the checklist

Add a Section

  1. Click + Add Section
  2. Click on the pencil icon to enter a name for the section
    • Type the section title and click Save
  3. Click and hold on a question to drag and drop it into a section

Remove a Section

  1. Click the trashcan icon on the section you want to remove
  2. Confirm deletion of the section.
    • The section and all questions contained in the section will be removed from the checklist 

Duplicate a Section

  1. Click the duplicate icon on the section you want to duplicate
  2. Enter a name for your new section
  3. Click Duplicate
    • This will create a copy of the section and all the question contained in the section 

Rename a Section

  1. Click the pencil icon on the section you want to rename
  2. Enter a new name for your new section
  3. Click Save

Save and Create the Checklist

  1. Review your Checklist, then click Create in the top right corner
  2. You will automatically return to the checklist menu, and your newly created checklist will appear at the top of the list

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