Editing a Checklist/SWP

Before you start

On Desktop Only

  1. In the side menu, select Forms and Templates > Checklist/SWP Builder.
  2. Click Edit on the applicable checklist/SWP and customise content to suit your specific business operations.
    Note – It can be easier to use the editor in full screen mode by clicking the full screen button.
  3. Click Save.
  4. Print Checklist/SWP by clicking View button and click Print.
  5. To Delete Checklist/SWP click the checkbox next to the document and click the Delete button