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02. SOP Management
Create and Manage an Activated Checklist
Create and Manage an Activated Checklist

A Collection that provides guidance on how to create Activated Checklists at Way We Do

Dan Sargeant avatarAndrew Sutton avatarJacqui Jones avatar
3 authors49 articles
Can I restart or resume an Abandoned Checklist?
Change the role on the Responsibilities tab of an Activated Checklist?
Recognizing mandatory steps in a Checklist
Process Simulation for Activated Checklists
Add a Dependency to a Step of an Activated Checklist
Assign Roles to Activated Checklist Steps
Resume Checklist Instance
Activated Checklist Headings
How to Add Comments, Images (photos) and Attachments to Activated Checklists
What do the Colors and Symbols on the Checklist Activity page/tab mean?
How to Create, Edit and Publish an Activated Checklist
How do I add collaborators to an Activated Checklist Instance?
How to add steps in an Activated Checklist
Setting Conditions on Decision Points
On time, Overdue, Confirmed, & Unconfirmed statuses
Decision Points for Activated Checklists
Automated Schedules for Activated Checklist Instances
Adding & Editing Active Criteria
Scheduled Publishing
Supervisor Sign-off
How to add a Delay to an Activated Checklist
How do I add a procedure to a step in an Activated Checklist?
Retire or Delete a Procedure
Print a Procedure
Running an Activated Checklist Instance with a Due Date
Running an Activated Checklist Instance with an Event Step
Running an Activated Checklist Instance with a Delay Step
Editing Comments in an Activated Checklist Instance
Updating Checklist Instance Activity Titles
Print an Activated Checklist (with Instructions).
How do I review or Sign-off a completed Activated Checklist?
Should I delete or retire an Activated Checklist?
Why are Supervisors not receiving Activated Checklist Review emails?
How can I see who checked off an item in an Activated Checklist?
Editing already published Activated Checklists
Checklist Instance Search and Due Dates
Expand Activated Checklist to Fullscreen and Sync Instruction Panel to each Step
How do I save my Activated Checklist and come back to finish it later?
How to add an Event Step to an Activated Checklist
How do I view my team’s Activated Checklists in progress?
Start URL's for QR Codes & NFC Tags
Why can't I find Activated Checklist instances that my team has completed?
Checklists Daily Reminder Email
Insert a step below or above another in an Activated Checklist
Drag & drop multiple steps in an Activated Checklist
Duplicate an Activated Checklist step
Using Tokens in Way We Do
Master the Art of Activated Checklists
How to add a Due Date to an Activated Checklist