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Defining release conditions for a checklist

  1. On the Checklists page, click on the checklist you want to add release conditions to.
  2. Click the Restrictions tab.
  3. Click Attach Existing if you already have a release condition that you want to attach to the checklist, or click Create and Attach to create a new release condition and attach it to the checklist.
  4. Choose whether access to the checklist is dependent on meeting all or any of your conditions.
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Creating a checklist category

  1. On the Checklists page, click on the checklist you want to add a category to.
  2. On the Edit Checklist page, click New Category.
  3. On the New Category page, enter a Name.
  4. You can enter an optional Description for the new category.
  5. Click Save to save the new category or Save and New to save it and create another one.
English

Creating a checklist

  1. On the Checklists page, click New Checklist.
  2. On the New Checklist page, enter the name of the new checklist in the Name field.
  3. You can enter an optional Description to identify what the checklist contains.
  4. Select Open this checklist in a new window when viewed if you want the checklist to open in a new window when users access it. By default, checklists open in the current window.
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