Checklists Administrators Side v.3.20.2023

Administrator Guide

March 20, 2023

Checklists

You must use a COBRA Checklist Template for your Organization's Checklists. A downloadable Checklist Template can be found at the end of this article.  Detailed template instructions are found here - Checklist Tool

Creating a Checklist

1. Fill in data into your template and follow instructions on the Template form.

2. Name and Save your Checklist Template form onto your computer.

3. Click on the Checklist menu tab, then click on the Add New Template button.

4. Click on the Import From File button to browse your computer for your saved Checklist template.

5. Click the Save Template button to upload your Checklist Template into COBRA.