Edit Existing Checklists

To edit the checklist, go to Dashboard > Audit Checklists > Edit.

Fields will appear on the left of the screen.

The live preview will appear on the right. To refresh updated fields and new fields, click Refresh Preview.

Each field can be edited, or deleted.

Hide by default using rules > Hidden by default.

Add IF rules using rules > IF Rules.

Rules are processed in order. Multiple rules may have unexpected effects - test in the preview window before publishing.

Access analytics using score.

Click below the checklist name to edit title and description.

When making breaking changes (large changes that affect the data being collected, for example adding or deleting a field) to live checklists, you will be able to overwrite the checklist (Update All Deployments) or create a new version of the checklist (Save as New Version).

Choose Update All Deployments to replace the existing checklist everywhere it's being used. All uses of the checklist will be replaced automatically and immediately. This may affect reporting and the way data is collected.

Choose Save as New Version to create a new checklist. The existing version will remain active. To replace the existing version with the new checklist for a venue or list of venues, go to Dashboard > Audit Jobs > Details > Venues. To replace the existing version with the new checklist for an auditor or list of auditors, go to Dashboard > Audit Jobs > Details > Auditors.