How to Share a Global Checklist with a Facility

Global Admins can share a Published Global Checklist with one or more facilities in the organization from the Global Portal by using the Sharing feature of the checklist

Steps to Share a Global Checklist:

• Login to the Application and Navigate to the Global Portal.
  
  
  
  Note: Only Authorized users can access the Global Portal. 
• Select a checklist available in the Published Checklists tab.
• Click on the 'More' dropdown menu in the Actions column and Select the 'Sharing' option.
  
  
  
  
• A Process Sharing Modal is displayed.
• In the Process Sharing Modal, select the facility you want to share the checklist with from the dropdown.
  
  
  
  
• Click on Save. A success notification is displayed on the screen for sharing the checklist.
• The Checklist will be visible to the users in the same use case of the selected facility and is now ready for Users to execute Jobs.
  
  
  
  Share a Global Checklist 👇
  
  
  
  

Steps to Stop sharing a Global Checklist:

• To stop sharing a Checklist, select a shared checklist and Click on the 'More' dropdown menu in the Actions column.
• In the displayed Process Sharing Modal, deselect the Facility you want to stop sharing the checklist with from the list.
  
  
• Click on Save. The checklist will no longer be visible in the previously selected facility.
  
  
  
  
  Stop Sharing a Global Checklist 👇
  
  
  
  
  

Here you go...