How can I schedule a checklist?

Owned by Customer Quasydoc
Last updated: Mar 01, 2023
1 min read

You can plan a checklist in 2 ways.

  1. From the checklist template using the "Plan" button

2. From Quality Management > Periodic actions

 

Working method:

  • Click on "New entry"

  • Give a description

  • Select the category

  • Select the type of action: checklist

  • Choose the template

  • Define the frequency: daily, weekly, monthly,....

  • Start date defaults to the day of creation, you can change it.

  • Description detail and upload files are not required fields.