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How do I create and manage checklists? How do I assign checklists to appear for Items In Review?
How do I create and manage checklists? How do I assign checklists to appear for Items In Review?
Updated over 4 months ago

How to Create and Manage checklists

  1. Go to the Admin page and click Checklists.

  2. You can see all of your existing checklists and add new checklists.

  3. When creating or editing checklists, mark tasks as "required."

Assigning Checklists to Item

Reviews Checklists can be assigned as the Review Checklist to items in 2 ways:

On the item level: Click on any rentable item in you inventory, then click the edit icon on the item info panel. In the "Review Checklist" dropdown, you can select the appropriate checklist.

Default checklist: Admins can set a default inspection checklist that will be used for all item reviews from the Admin page's Order panel. This can be located in Admin > Orders > Inspection Flows.

Items that have a review checklist set will not use the default checklist.

How Checklists Work

Checklists are displayed to all users when they view and item "In Review". The buttons to finish review are disabled until all required check-boxes are ticked off.

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