How to edit a default monitoring checklist?

HOW TO CHANGE AN EXISTING CHECKLIST?

Please note: the updated checklist will appear in your Monitoring; the previous version with collected data will be achieved in your Entries view.

Log into FoodDocs.
Click on Setup in the sidebar menu on the left.
Go to Monitoring checks.
Select a checklist you need to edit.

You can change the name, frequency and executor.

Tip:

Reset the starting date as of today > 'Set first date'
if you don't find a correspondent role in the 'Select executor' dropdown, create a role from scratch.

You can change the default tasks or delete them.

If you want to add more tasks, click ADD TASK at the bottom of the tab.
Once you are ready, click SAVE.

Tip: if you made unnecessary changes and want to start over, click CANCEL.

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How to edit a default monitoring checklist?

A checklist is a way of keeping track of regular tasks. Create, assign them to your team, and instantly edit as required.