Skip to main content

Executing a checklist

From the Continuity Kits landing page, accessible from the left menu, click on one of your existing kits You'll be redirected to this kit summary.

Resume a checklist​

  • If there are any already existing checklists, they will be listed

Continuity kit with existing on going checklists

  • Click on one of them to resume the checklist.

Checklist execution opened

Execute a new checklist​

  • Click on the Execute button
  • A new checklist instance will be created and you'll be redirected to it

Fill the steps​

You'll be able to see the number of steps of the checklist and where you currently are. To fill a step, once you have executed the required tasks and provided the requested inputs, click on the checkbox.

In case some mandatory fields are missing or some data does not match the requested format, you will not be able to check the step.

Checklist execution with filled step

Saving​

  • Each time a box is checked or unchecked, the on going checklist is automatically saved
  • Otherwise, click on the Save button to manually save your changes

Export​

You can export the checklist by clicking on the more action button (three dots button) then "Export".

  • In the case the checklist does not contain file inputs, it will download a PDF file on your computer
  • Otherwise, it will retrieve the files and download a .zip archive, containing the checklist as a PDF and the related files.

View mode​

By clicking on the more action button (three dots button) you can choose between Display mode which can be Focused (default one) or Full

Checklist execution dropdown to toggle mode

Focused mode only displays the current step of the checklist, providing a streamlined experience, while the Full mode displays the entire checklist with all steps visible on the page for a comprehensive overview.

Checklist execution with checklist complete status

When the checklist is complete, you'll be on the Full mode.