Assign User Groups to Checklists

Checklists must be assigned to a user group. Members of the assigned group will have access to the checklist.

For help setting up user groups, see Create Employee Groups.
  1. Select Field Tools > Checklist Templates.
  2. Select the checklist template to assign to the user group.
  3. Select a user group from the drop-down:
    • User Group for Access: the members in this assigned group will be able to fill out this checklist template. They will also be able to see the templates they have submitted in the history grid.
    • Admin Group for Access: the members of the administrator group will be able to fill out the checklist template as well as see all other templates created by others.