Add a Lead or Project Checklist From Template

1. Click the 'Lead' or 'Projects' icon on the left menu.
2. Select the Lead or Project in the 'Quick Select' section. This will then refresh the page and show the 'Current Lead or Project Home' page.
3. Depending on if it is a Lead or Project, click the 'QC' or 'QC and Safety' link in the 'Quick Links' tab. This will refresh the page and show the 'Quality Control (QC) and Safety Module Landing Page'.
4. Navigate to the 'Checklists' row in the QC Stats section.
5. Click the 'Actions' button on the far right.
6. Click 'Add From Checklist Template' option from the drop-down menu.
7. Select the Checklist Tempate to copy.
8. The Lead or Project # should already be set to the one specified but can be changed.
9. Optional: Select the Prime Contract #.
10. The Checklist Name should default to the Template Name but can be modified.
11. Click the 'Next' button.
12. Optional: Select the Responsible Company. Typically, this would be your firm.
13. Optional: Select the Responsible Contact. This would be the individual responsible for reviewing the work.
14. Optional: Select the Default Due Date.
15. Click the 'Finish' button.