How to Conduct a Checklist

If you have not been introduced to Checklists in TreeAMS, please view the previous article.

Starting a Checklist Task

1. Log into your company's site with TreeAMS.
2. Since you are most likely an Admin User, you will land on the Admin Site first. Click on your profile picture then click View Website.

3. On the Guest Site, you will directly land on your Dashboard. Find your Checklist Task from the My Tasks table.
4. Then, click View to start your checklist.

Conducting a Checklist

1. Just as how any questionnaire is filled, choose Yes or No for each of the question in this Checklist.
2. If you want to comment on this question, click Add Comments and write your comment in the textbox.

3. Click Save whenever you come across the button to save the answers that you have given.
4. Once you are done with all the questions in this Checklist, click on Submission to go to the submission page.

5. On this Submission page, you will find that the completion of a quiz is marked as red if you have missed out on a few questions in that quiz.
6. Click on the link in the Table of Contents to go back to the questionnaire. Repeat step 4.

7. Once all questions in this Checklist are answered, the Submit button will appear. Click on it to submit your checklist.