Remove a Checklist

A checklist may need to be removed from the system from time to time. Doing so must be done carefully or could cause errors. This section will discuss how to remove a checklist safely.

PREREQUISITES: The Correction Group security function and its associated sub-functions must be selected for the security role you belong to. See Security Roles for more information.

IMPORTANT: While it is possible to delete a checklist, we strongly discourage you from doing so. Deleting a checklist will cause errors for any users associated to that checklist.

If a checklist (also known as a correction group) has not been associated to one or more cases, you can delete it by following these steps:

1. Open PLL Admin.
2. On the PLL Admin page, click Checklist Setup on the PLL Admin menu panel and select Checklist Setup.

3. On the Checklist Setup panel, select the check box next to the checklist you wish to delete, then click Delete record at the top of the panel.
   

NOTE: Search or filter the records on this panel to quickly find the one(s) you want. See Search and Filter Records for more information.

4. When the message box appears, asking if you want to delete the selected item(s), click OK.

If the checklist has already been associated to one or more cases, you can safely expire the checklist by following these steps:

1. On the Checklist Setup panel, click Edit record next to the checklist you wish to remove.
   

2. On the Edit: Correction Group panel, select the Expired check box.
   

3. Click Save.