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...