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Completion Checklist

Learn how to customize the completion checklist.

 

In this article, you'll learn how to customize completion certificates and checklists to suit your needs.

 

Step 1: Start by examining the pre-determined questions on the completion checklist.

 

 

Step 2: Decide whether to keep, delete, or modify these questions.

 

 

 

Step 3: To edit a question, click on the edit icon and type in your new question.

 

 

 

Step 4: Change the response type from a yes/no answer to free text, if desired.

 

 

 

Step 5: Tailor your questionnaires based on service type, or create a general questionnaire for all services.

 

 

 

Step 6: Preview your completion checklist by clicking on preview. You'll see your questions displayed here.