Sharing Checklist Templates with Team Members

This guide explains how to share a checklist template with your team, or duplicate it if you are not its owner.

Tip: you may also use the left and right arrow keys.

From the main menu, kindly select “Self Inspection”.
Select “Templates”.
Click the share option to share the checklist template with your team.
Select the team member to whom you wish to grant access, then click “Submit”.
If you are not the owner of the template, you must first create your own copy. Duplicate an existing template to set up a similar process quickly.
Select the brand for your cloned template.
Click “Submit” to create the new copy of the checklist.
Edit your checklist template to suit your team’s needs.
Click “Publish” to make the template live for your team.
Adjust the team permissions to manage who may access or use the checklist.
Verify or update the user roles, so that the right people have the right access.
Click “Submit”.
A “Questionnaire access updated” message confirms the change.