Checklists: Access, Create and Edit

ManageArtworks empowers you to create tailored checklists that align with your specific quality control needs. 

How do I create a new checklist item?

Watch a quick video tutorial

01. Access Checklists

1. Log in to your ManageArtworks account.
2. Select the Admin module.
3. Click the Checklists tab.
   

02. Create New Checklist Items

1. Click the "Add Checklist" button located in the upper right corner of the screen.
2. Enter Checklist Details:
   • Checklist Name: Provide a clear and descriptive name.
   • Error Codes: Select relevant error codes from the list.
     Note: If the necessary error code doesn't exist, create it. Refer to Create Checklists Error Codes.
   • Checklist Instruction (Optional): Provide clear instructions to support users and ensure consistency in checklist completion.
   • Department: Choose the department to which the checklist applies.
   • Asset Type: Specify the type of asset the checklist will be used for.
3. Click "Save" to create the checklist item.
   

Key Points:

• Automatic Display: Checklist items appear in the checklist tab when a user opens a file that matches their department and asset type.
• Error Code Creation: To create new error codes, navigate to the Checklists > Error Codes option on the admin home page.
• Preview Checklists: Use the "Preview" button to filter and view checklist items based on department and asset type for better visibility.

How do I edit a checklist item?

Edit Checklist Items

1. Click "Edit" in the Actions column for the checklist item you want to modify.
2. Make changes as needed.
3. Click "Save" to apply the updates.
   

How do I delete a checklist item?

Delete Checklist Item

1. Click the delete icon associated with the checklist item and confirm.
   

How do I make a checklist item mandatory?

Mandatory Checklist Item

1. Click the YES/NO toggle button associated with the checklist item to YES.
2. This effectively establishes the checklist item as mandatory for users.