Editing, duplicating, or deleting a checklist in the portal allows users to keep their checklist templates up to date, reuse existing checklists as a starting point, and manage 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, remove, or reorder questions, or add, remove, reorder, or rename sections, 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

Delete a Checklist

Deleting a checklist is permanent and cannot be undone. A checklist must be archived before it can be deleted. For instructions on how to archive a checklist, 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 delete
4. Click the three-dot menu icon
5. Click Delete Checklist
6. Confirm deletion of the checklist
   • The checklist will be permanently removed