Assigning a Checklist
to Multiple Staff
This guide will cover one method to assign a checklist to multiple staff members. This method allows staff to collaborate on the same checklist and complete the same one together.
1
In the Administration of Care Control Windows, navigate to the Checklists tool, which can be found under the Communication tab.
2
Here, press Create Checklist to begin.
3
Complete the form as described in this guide.
In Stage 2, choose the category or role of the staff you want to be able to collaborate on this checklist.
For example, if you want all Care staff to be able to work on this checklist, select them and press Add.
4
After doing so, continue to complete your new checklist, then, press Save Changes.
5
From the Checklists tool homepage, press Assignments from the options along the bottom of the window.
6
Then, press Add New to create a new assignment.
7
A blank form will open. Begin by choosing your checklist from the drop-down list.
Then, from the Assignment Type drop-down list, select Other.
8
Finally, enter the name of the checklist into the Object Description text box.
Press Save Assignment to complete the process.
9
Your new assignment will now appear in the list. This will allow any staff members with the chosen role / category to work on the same instance of a checklist, meaning they can collaborate to complete it.