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How to Import Standard Checklists

As an administrator, you can import checklist templates by going to the Main Menu-->Admin-->Set up-->Templates-->Checklists.

First, click on "Standards" tab and choose a template of interest. To import a checklist to your templates click on “duplicate icon”.

Then go back to your "Templates" tab, and you will notice that this checklist has been added and contains the word “Duplicate” in its name.

To assign this template a category, open it by clicking the Edit icon and select the category of interest, when done click on Save button.

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