How to set the default checklist on Cloud
You can apply default checklists so that all the items you set as defaults are automatically attached to any new service users you create. This feature ensures that every service user starts with the same essential tasks, requirements, or assessments, without you needing to manually add them each time. By using default checklists, you save time, reduce the chance of forgetting important steps, and maintain a consistent standard of care across all new service users.
Interactive Guide
Text based guide
Open the Admin app
Click Visit on the Communication area
Open the Other Tasks & Checklists drop-down menu
Select Manage Checklists
You can then click the Defaults button
You can set the Staff Defaults by selecting this tab
You can also choose to change the New Client Defaults by clicking this tab
Click Add Checklist to set defaults
Open the drop-down to see all the current Checklists
Choose the Checklist you want from the list
Click continue once you have chosen the correct Checklist
The checklist will now appear in the default checklist list
To remove a default Checklist, select the x button
