TABLE OF CONTENTS
Help & Support

Configuring Your Checklist

Adding a New Checklist Item

Navigate to Settings, Admissions, Checklist and select which Programme you would like to add an item to. Then click +Add Checklist Item.

You can then name the Requirement, select which Statuses the item applies to, select Requirement Type, add a Description, and Add a File. When you have added the relevant information click Save Changes.

Editing an Existing Checklist Item

Editing an Existing Checklist Item

Navigate to Settings, Admissions, Checklist and select the desired Programme. Then click on the Edit icon to the right of the item you wish to change.

Make the desired changes and click Save Changes.

To remove a checklist item, click on the Delete icon to the right of the desired item. To disable a checklist item, untick the Checkbox to the left of the item. Drag and drop items by clicking on the Four Arrows icon to rearrange the order of your checklist.

Copying All Checklist Items to Another Programme

Navigate to Settings, Admissions, Checklist and select the Programme you would like to copy to. This Programme's checklist must be blank. Select the checklist you would like to copy from via the Or copy from programme dropdown. Then click Copy.

An exact copy of the other programme's checklist will be created.