Creating a Custom Checklist

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Creating a Custom Checklist

  • From the left-hand navigation panel under Personnel, select People
  • Go to the Checklists tab
  • Click the + Create checklist button at the top right corner


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  • Give the checklist a name and assign it to the appropriate groups
    • You can assign your custom checklists to multiple groups
  • Select the policies group members will have to accept
  • Choose which device monitoring services should be used for this checklist 
  • Enable security awareness training
  • Enable background checks 
  • Add or create customs tasks 
  • Select which systems will need access removal when an employee is offboarded
  • Review the checklist 
  • Once completed, the checklist will appear on the checklist page and can be edited by clicking the "..." button.
  • You can assign a point of contact for the checklist by using the dropdown list in the Point of contact column 

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