Checklist Tool v.4.6.2023

Collaboration Tools

April 6, 2023

Checklist Tool

Transfer existing Excel-based Checklists to Checklist Import Template.  

Note: Importing a checklist from a template requires administrator access.  Downloadable template found at the end of this article.* in work CAT

• If the OPR field is left blank, the import tool will treat the line as a header (bold/larger font).
• For bulleted  Action tasks, you must use Alt-Enter in Excel to add additional lines. 

Save Checklist Import Template with Checklist name.  

• From the Admin tools page, navigate to the "Checklist" tool.
• Then “Import From File” button to upload an Excel file and convert it into a checklist template on COBRA.

• Drag & Drop or Browse for a checklist template created above.
• Add Checklist Template Title and  Description
• Then click Upload.
• When uploaded, the preview of the Checklist will show in a separate window.
• Click on Save Template.

• Once Checklist Templates have been added through Administration, they are available to use in an incident.  
• Open the Checklist Tool by accessing it from the Menu list (Menu > Collaboration > Checklist).  

• From there, the user can click the "Add New Checklist" to create new instances of the templates uploaded via the Admin page.
• Once there, click on the name of the checklist under Available Templates, and the checklist will appear on the screen.

• Click a checkbox or set the status to "Completed" for each task to be marked as completed (and shown in the tally of completed tasks in the list of the available templates).