The Master Checklists for LPC/OPC and LC are found within the appropriate buttons, both are checklists, and both can be added to, and amended in the same way.
1. Click on the ‘LPC/OPC Checklist’ button
LPC/OPC Example:
An overview page is displayed showing the sections within this checklist, where it applies, and the number of items within each section.
Clicking on the ‘Edit’ button will allow you to rename any current sections, or to change the ordering as you see this checklist, changing the number will re-order the checklist after saving
Adding a section to LPC/OPC
1. Click on the ‘LPC/OPC Checklist’ button
2. Click on the ‘+ Add section’ button
3. Input a Section number and a name of the new section
4. Select/Mark the checkbox selection for where this applies
5. Click on the ‘Save’ button
To Remove a Section
1. Click on the ‘Edit’ button
2. Click on the ‘Dustbin / Delete’ icon
3. Click on the ‘Save’ button
Once you have added a section you are able to items to it.
Adding items to a section (LPC/OPC)
1. Click on the newly created section, or an existing section
As well as displaying the Checklist Name and Section Number if required, you can add in a minimum number of topics to be passed within the section information area.
2. Click on the ‘+ Add checklist’ button
3. Enter a number, a title, any instructions
4. Select a Grade Range from the dropdown available
The LPC/OPC allows you to have cycles switched on (configuration required), in this instance you can select which cycle you wish to associate to a particular item.
5. Select the choices of optional or mandatory in all cycles (if cycles are configured)
Selecting ‘All’ will mark this item as mandatory for that check and populate across all cycles, if clicking on the optional setting you can choose which cycle this item will appear in.
6. Select which cycles you want this item to be checked in
7. Click on the ‘OK’ button
Repeat the process to add additional items.
Once an item has been created you are able to edit it by clicking on the pencil icon and amending the setup information that it contains.
To Remove an item
1. Click on the box with a pencil on it for that item
2. Select the ‘Archive Record’ checkbox
3. Click on the ‘OK’ button
4. Confirm the removal on the system pop-up by clicking on the ‘OK’ button