Edit a Checklist

Edit a Checklist

As your operational procedures evolve, you may need to update your checklists to reflect new requirements, updated equipment, or lessons learned. Editing a checklist allows you to modify its core settings, add or remove items, change the wording of a check, or reorder the steps to improve the workflow. This ensures your standardized procedures remain current and effective.

As your operational procedures evolve, you may need to update your checklists to reflect new requirements, updated equipment, or lessons learned. Editing a checklist allows you to modify its core settings, add or remove items, change the wording of a check, or reorder the steps to improve the workflow. This ensures your standardized procedures remain current and effective.

Written By: Michiel Froling

Last Updated on March 16, 2024

How to Edit the Main Checklist Settings

Note: Updating a checklist does not affect checklists that have already been completed as part of past missions or maintenance programs. The changes will only apply to future uses of the checklist.

Use these steps to change the overall properties of a checklist, such as its name, type, or the team it's assigned to.

  1. Select the workspace where the checklist is located from the Workspace switcher.

  2. Go to the Library section in the sidebar and click on Checklists.

  3. Open the checklist you wish to edit from the list.

  4. Press the three-dots menu button (⋮) in the header.

  5. Click Edit.

  6. A form will be presented. You can update the following information:

    • Name of the checklist:

      • Purpose: To give your checklist a clear and recognizable title.

      • Example: "Pre-Flight Safety Check - M300" or "100-Hour Airframe Inspection".

    • Checklist Type:

      • Purpose: To categorize the checklist for its intended use.

      • Example: Pre-flight, In-flight, Post-flight, or Maintenance.

    • Purpose of the checklist:

      • Purpose: To provide a brief explanation of the checklist's goal for other users.

      • Example: "This checklist covers all required safety checks before powering on the aircraft."

    • Assign to a team: (This option appears in an organizational workspace)

      • Purpose: To make this checklist available for use by a specific team.

      • Example: "Inspection Team".

  7. Click Save. Your checklist settings are now updated.

How to Manage Checklist Items

Note: Updating a checklist does not affect checklists that have already been completed as part of past missions or maintenance programs. The changes will only apply to future uses of the checklist.

Once you open a checklist from the Library, you can directly modify the individual items within it.

To Reorder Items

Click and hold the drag handle (usually looks like six dots ⋮⋮) next to a checklist item, then drag it up or down to its new position in the list.

To Edit an Item's Text

Click directly on the title or description of the checklist item you want to change. The text fields will become editable. Make your changes and click the Save button or click outside the text field to confirm.

To Delete an Item

To permanently remove a step from the checklist, click the delete (trash can) icon next to the item you wish to remove. You may be asked to confirm this action.