WF Checklist Initialization

Use this form to create a new checklist based on a template or an existing checklist. You can access this form from the WF Programs folder, or by selecting File > Initialize Checklist from WF Checklist Template or WF Checklist Maintenance.

When you first access this form, active templates and any checklists with a status of ‘New’ or ‘In Progress’ display automatically. From here, you can perform a filter to help identify the checklist or template to copy and then initialize a new checklist.

Note: Checklists associated with another company do not display, although you can use the Company field to view another company’s checklists. Private checklists do not display for any user other than the creator. Tasks