Add or edit checklist item sections

Open the Checklist Details page

1. Go to Leads or Projects.
2. Select the lead or project in the Quick Select section.

3. On the Lead or Project Home page, select Checklists in the QC and Safety section.

4. Optionally, use the Search field to filter the checklists.
5. Select the checklist.

Add checklist item sections

1. In the Checklist Items section, select Add Section / Item > Add Section.
2. For each new section, do the following:
   1. If no blank row is available, select Add New Line.
   2. In the first blank row, enter the Section Code.

      This is a text field. For example:

      • 01, 02, 03, ... 10
      • A, B, C, D
      • A.01, A.02, A.03, A.10, B.01, B.02

   3. Enter the Section Name.
3. Select Save & Close.

Edit the checklist item sections

1. In the Checklist Items section, select Add Section / Item > Add Section.
2. For each section that needs to be modified, update the Section Code, Name, or both.
3. Select Save & Close.