Add Checklists

Add Checklists

Adding Checklists

To add a checklist to your StationStok account select 'Administration' to drop down additional options, then press 'Checklists'.




Then press '+New Checklist'.




Enter the Name, and Frequency Type. Then select the location to assign the checklist to.




Then scroll down and press 'Update'  *Your checklist will not save unless update is pressed*




Then select 'Checklist Items'. Press 'Actions' to drop down more options, then press 'Add Checklist Group'.




Enter the Checklist Group Name and Additional Instructions and Detail. Then press 'Save'.




Press 'Actions' then 'Add Checklist Item' from the drop down.




Enter in the appropriate information for each field. (Checklist Item Name, Check List Type, Additional Instructions, and toggle on or off Inspection Notes). Then select 'Save'.




Editing Options

To edit the Checklist select 'Actions' then 'Edit' from the drop down.




*Be sure to press 'Update' after making changes in checklist settings*

To edit Checklist Groups select 'Actions' and then 'Edit'.




To edit Checklist Items select the pencil and paper icon.













    • Related Articles

    • Add or Edit Products

      Add Products Before creating a new product make sure you have the following information: *These are required fields. Manufacturer Description Vendor Vendor Part Number Vendor Price To add products to your StationStok account, select 'Products' on the ...

    • Add or Edit Staff

      Add Staff To add staff to you StationStok account, on the left side of your online account, select 'Administration' to drop down additional options. Then select 'Staff'. Select '+ New' at the top right of your screen. Enter in Basic Information. ...

    • Add or Edit Budgets

      Add Budgets To add budget(s) to your StationStok account, select 'StationStok Settings' on the left side of your screen. Then press 'Budgets' from the drop down. Then select '+ New Budget'. Enter in the 'Budget Name', 'Category', 'Date Range', and ...

    • Add or Edit Vendors

      Add Vendor To add vendor(s) to your StationStok account, on the left side of your online account, select 'Administration' to drop down additional options. Then select 'Vendors'. Now Select '+ New'. Enter in Vendor information in appropriate fields. ...

    • Add and Edit Locations

      Adding Locations To add location(s) to your StationStok account, on the left side of your online account, select 'StationStok Settings' to drop down additional options. Then select 'Locations'. The Primary Warehouse is the only default location. To ...