Editing, duplicating, or archiving a checklist in the portal allows users to keep their checklist templates up to date, reuse existing checklists as a starting point, and remove checklists that are no longer needed.

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

Edit a Checklist

1. Navigate to the Ecolab KitchenIQ™ website
2. Click on Checklists in the left side menu
3. Click on the checklist you want to edit
4. You can edit the checklist title and subtitle or add tags in this window
5. To add or remove questions, reorder questions, add or remove sections, or rename the checklist, click edit checklist. See Create a Checklist (Portal) for detailed steps
6. Click Save Changes

Duplicate a Checklist

1. Navigate to the Ecolab KitchenIQ™ website
2. Click on Checklists in the left side menu
3. Click on the checklist you want to duplicate
4. Click the Duplicate icon
5. Enter a name for the new checklist
6. Click Duplicate
   • A copy of the checklist and all of its questions will be created and will appear in your checklist list
   • You will automatically be taken to the new checklist

Archive a Checklist

Checklists cannot be deleted — they can only be archived. Archiving a checklist hides it from view and prevents it from being used. For more information, see Archive or Activate Checklists.

1. Navigate to the Ecolab KitchenIQ™ website
2. Click on Checklists in the left side menu
3. Click the checklist you want to archive
4. Click Archive
5. Confirm that you want to archive the checklist
   • The checklist will be hidden from view and can no longer be used
   • You can reactivate an archived checklist at any time — see Archive or Activate Checklists