Summary

To set up the Daily Checklist, first create Checklist Types. You can give each checklist item a type, such as AM, PM, Reception, or Kennel Tech. Staff can turn these types on and off when they use the checklist. You must create at least one type.

Steps

1. Go to Left-hand Navigation: Admin » Daily Checklist.
2. Under Checklist Types, select + Add to add a type, or select the pencil icon to edit a type.

   

3. Enter the name of the Checklist Type.
4. Select Save.

Next Steps

Go to Create Checklist Items.

Related Articles

• Daily Checklist Topic Outline
• Create Checklist Items How-To
• Use the Daily Checklist How-To