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How to Change a Checklist's Category

Move a checklist to a different reporting category in Alkimii Property

Each checklist has a reporting category, such as Fire or Compliance, which groups it in your reports. If a checklist is in the wrong category, you can move it by editing the checklist. The change is immediate. Categories can also be applied to reporting groups, and you can find out how in How to create a reporting group for Alkimii checklists?

 

Before you start

 

How to change a checklist's category

  1. Use the menu search bar to find Checklists, and open it.
  2. Along the top, select Manage Checklists.
  3. Find the checklist you want to change. Use the filters, the search bar, or both.
  4. In the Actions column on the right of the checklist, select the pencil icon to edit it.
  5. On the checklist-building page, select the Category field and choose the right option from the dropdown list.
  6. Select Save.

Careful with the icons. The eye icon only lets you view the checklist. The bin icon deletes it and only appears if you have access to do so.

Manage Checklists page showing a checklist row with eye, pencil and bin icons in the Actions column.

 

Check it worked

Go back to the checklist config page. Your checklist now appears under the new category.

To see how your checklists look on the dashboards, see How to navigate the checklist dashboard? and How to navigate the checklists group dashboard?.

If you also changed the name or tasks

The category change happens straight away, but changes to the name or tasks don't appear until the next checklist is generated. The date above the task list on the checklist-building page shows when that will be.

 

Move several checklists to a new category

You can't change categories in bulk, so you'll move them one at a time:

  1. In Manage Checklists, use the filters to show only the checklists in the old category.
  2. Edit the first checklist and change its category, as above.
  3. Repeat for each one. The filtered list gets shorter as you go.

If you're clearing out a category so you can delete it, you'll also need to move any reporting groups that use it. Once nothing uses it, you can delete it. See How to create checklist reporting categories.