Create, edit, and remove checklist items from checklist groups

You first create a checklist group and then add individual checklists to the group. You must create a checklist before you can add to a checklist group. For more information, see Create, edit, update, and delete checklists and checklist items.

To create a checklist group

1. From the Administration menu, select Inspection > Checklist Group.

2. Select Create checklist group.

3. Enter the new group name in the Group Name field.

4. Select the checklist(s) that you want to add to the checklist group.

5. Select Save.

You can change the checklists that appear in a group or the order in which checklists appear in a group.

To edit a checklist group

1. From the Administration menu, select Inspection > Checklist Group.

2. Select the inspection checklist group you want to edit.

   Note: You can search for the checklist group using the search field.

3. Select the name of the checklist to edit from the Reference checklist column.

4. Update these fields:

   Field	Description
   Display order	Enables you to sort the checklists in the order you specify.
   Auto create	When you enable this feature and the checklist group is associated with an inspection type, Civic Platform automatically adds the checklist to inspections of the inspection type. However, when the checklist group is associated with a document type, Civic Platform automatically adds the checklist as a document review checklist for documents of the document type.
   Ad hoc	Not currently used.

5. Select Save.

You can add additional checklists to a checklist group. You must create a checklist before you can add to a checklist group. For more information, see Create, edit, update, and delete checklists and checklist items.

To add a checklist to a group

1. From the Administration menu, select Inspection > Checklist Group.

2. Select the inspection checklist group you want to edit.

   Note: You can search for the checklist group using the search field.

3. Select Add checklist.

4. Select the checklist(s) that you want to add to the group.

5. Select Save.

If you no longer want a checklist within a particular group, you can remove it, enabling you to associate a checklist with a different group.

To remove a checklist from a group

1. From the Administration menu, select Inspection > Checklist Group.

2. Select the inspection checklist group you want to edit.

   Note: You can search for the checklist group using the search field.

3. Select the in the Action column next to the checklist to remove from the group.

   Note: These steps remove the checklist from the current group only. You can still add the checklist to another group. To add a checklist to another group, see the Add a checklist to a group section.