Documents – Custom Checklists

Documents – Custom Checklist Creation/Edit Step 1

Click on “Documents” tab on grey nav bar.

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Documents – Custom Checklist Creation Step 2

Select “Manage Your Checklists” and click.

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Documents – Custom Checklist Creation Step 3

Click on “+Add New Checklist” to create a new checklist.

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Documents – Custom Checklist Creation Step 4

Name the new checklist.

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Documents – Custom Checklist Creation Step 5

Select checklist type. You can choose from Pre-Flight, Post-Flight and Other.

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Documents – Custom Checklist Creation Step 6

Add any notes you want and click “Save”.

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Documents – Custom Checklist Creation Step 7

To add a new item (entry) for the checklist click “+Create A New Entry”.

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Documents – Custom Checklist Creation Step 8

Add the new entry describing the activity to be performed.

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Documents – Custom Checklist Creation Step 9

Click “Save”.

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Documents – Custom Checklist Creation Step 10

If you have previous entries that you want to re-use you will find them on the right side of the screen under “Other available entries”. To use a previous entry just click the black box with the white arrow and it will move a copy of that entry onto your current checklist.

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Documents – Custom Checklist Creation Step 11

Once an item is added to a current checklist you can move its location up and down, or remove it from the checklist by using the appropriate arrow keys.

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Documents – Custom Checklist Creation Step 12

The user can edit the entry by clicking the edit (pencil) button to the left of the arrow keys.

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Documents – Custom Checklist Creation Step 13

Once the user has changed the entry click “Save” to have the changes take effect.

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Documents – Custom Checklist Creation Step 14

To edit the checklist name, type or notes click the “Edit Checklist Info” button. To edit a different checklist, left click on the pulldown and select the checklist you want to edit.

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Documents – Custom Checklist Creation Step 15

Make any changes and click “Save” to take effect. You can also use this screen to delete a checklist.

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