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 are able to fill out this checklist template. They are also able to see the templates they have submitted in the history grid.
    • Admin Group for Access: the members of the administrator group are able to fill out the checklist template as well as see all other templates created by others.