Add a new checklist folder
To add a new checklist folder follow the steps below:
Login to campus.
Click the Checklist widget.
This may be named something different by your organisation.
Click the Settings cog to go to the checklist editor.
Click New folder, then add the new folder name when prompted, then click Save.
Click the filter icon in the sidebar and toggle the active status.
Click the folder you wish to edit, then select New on the left.
Add a checklist item to your checklist folder
To add a new checklist item to go in the folder, follow the steps below:
Login to campus.
Click the Checklist widget.
Click the Settings cog to go to the checklist editor.
Select the folder that you need, then click New on the left sidebar.
You can select to add a new folder or add a new checklist item.
For this example select New checklist.
Add a title.
Select your settings: manager sign off, employee sign off etc.
Add a resource.
Select active as this turns on the allocation.
Click Save.
Assign resources to a checklist item
To assign resources to a checklist follow the steps:
Click My Checklists on the left sidebar.
Select the checklist that you need to assign resources.
Make sure that the resource that you assign is already uploaded to library.
On the resource section click plus icon to assign a resource.
Make sure to tick the active box.
The checklist cannot be signed off until the user has read the item.
Assign checklist items or folders
To assign checklist items or folders, follow the steps below:
Log in to campus.
Click the Checklist widget.
Click the Settings cog to access the checklist editor.
Click on the 3 dots at the end of the item you wish to assign.
Click Who can see this.
In our example will assign the entire checklist folder.
From here you can manage existing assignments.
Click Add group then search for the name of the group, and a list of team members that match the group will appear.
You can select multiple groups or just one.
Click Add team, assign to a new team member then, search for the name of the employee.
Click Done.
Remove a checklist item or folder from console
To remove a checklist or authorisation item from a user follow the steps:
Log in to campus.
Click the Checklist widget.
Click the Settings cog to access the checklist editor.
Click the three dots at the end of the item you wish to remove.
Click Who can see this?
Search for the user who needs to remove this, then click Remove.
Remove a checklist item through the admin tool
To remove a checklist item from a user through the admin tool follow the steps:
Log in to the Admin Tool.
Click Modules on the left sidebar, then select Checklist Management.
Locate the checklist folder or item you require to remove.
Click the three dots and select Who Can See This?
Search for the user who needs to remove this, then click Remove.
Make changes to your checklist folders
To make changes to any folder or checklist item click the three dots on the right-hand side and select the following options:
Active to inactive: won't be visible on any accounts.
Edit: Make any relevant changes to the checklist.
Reorder: Change the order of your checklists.
Move to: Move the items to another folder, or order.
History: Can see any previous changes made to this item.