Edit a Checklist
There may be certain situations where you may need to edit a Checklist. For example, a new Question must be added or a Question should be removed.
Below are the steps that must be carried out in order to edit a Checklist. Expand each step below for further explanation.
To edit a Checklist in Safefood360°, navigate to Categories in Master Data using the 'Master Data>Categories' buttons. Within the 'Categories' tab, locate the Checklist using the search bar or navigation arrows. Once located, click on the name of the Checklist you wish to edit. The Checklist name will be in blue text, which indicates a link.
Image: Navigating to Categories via 'Master Data>Categories', Locating Checklist, Clicking Checklist Name
Within the Checklist page, click the 'Actions>Edit' button to access the Checklist page to edit the Checklist.
Image: Edit Access on the Checklist Overview Page via 'Actions>Edit'
Once you have accessed the Checklist page under the 'Edit' function, you can make changes to any fields.
Note: For further explanation on each of the fields of the Checklist, see here.
Image: Checklist Page Ready for Edits
After completing the changes to the Checklist, scroll to the bottom of the Checklist page and click the 'Save' button to save the changes.
Note: It's very important to click the 'Save' button, otherwise the changes will not be made.
Image: 'Save' Button
You will be prompted with a 'Reason for Change' screen, where you will need to detail the reason why you have made a change to the Checklist page before confirming and saving the changes.
Once you have confirmed the edits using the 'Confirm' button, the system will take you back to the Checklist Overview Page
If you do not wish to make edits, click the 'Cancel' button to be brought out of the Checklist overview page.
Image: 'Reason for Change' Pop Up Screen after 'Save' Button Clicked
Image: Detail Reason for Change and Click 'Confirm' Button
Image: Checklist Overview Page after Edits Saved
Edits made to a Checklist will be recorded in the Audit Log. The Audit Log can be accessed via the 'Actions>Audit Log' buttons.
Image: Navigating to Audit Log Via 'Actions>Audit Log' Button
Image: Audit Log Recording Edits
