Overview
This flow helps a content administrator take a checklist from draft to published so it can appear in Form Builder. It follows the ordered tasks described in the Checklist Library Part 1 guide: access the library, create or edit structure, assign scope, and publish when wording is final.
Who can use this
Role | What they do in this flow |
Content administrators | Create, edit, publish, and duplicate checklists in Checklist Library. |
Form builders | Use only published checklists when building forms (downstream of this flow). |
Safety managers | Rely on published content for consistent inspection criteria. |
You need access to Content Management and the Settings area that includes Checklist Library. Your administrator confirms exact navigation labels for your tenant.
Before you begin
Open Settings, then Content Management, then Checklist Library using the navigation your tenant shows.
Confirm you can see Create Checklist (or equivalent) and the checklists table with status, question count, and row actions.
Remember: only published checklists are offered to form builders; drafts stay in the library until you publish.
Walk through the flow
Open the library and create or open a checklist
From Settings, go to Content Management, then Checklist Library.
To start new work, choose Create Checklist (or the primary create control the page shows).
To continue existing work, locate the row in the table and choose Edit or View as your process allows.
Build sections and questions
Open the checklist detail experience where you manage sections and questions in the Question Management area described in the guide.
Add or rename sections, add questions, and reorder items where drag and drop is enabled.
When your organisation uses it, link risks and controls to questions from the properties your product exposes (see Risk & Control Library and checklist linking rules in the source guide).
Set metadata, assignments, and tags
Return to the list experience when you need to change title, description, companies, locations, or tags using Create, Edit, or View (sheet or dialog), because that metadata is edited from the list page, not on a separate settings tab on the detail page.
Save changes so assignments stay accurate for where the checklist applies.
Publish when ready
Review status: DRAFT means the checklist is not yet available for use in forms; PUBLISHED means it is active for Form Builder.
When wording and assignments are final, use Publish from the checklist header or row actions as your UI presents it.
After publishing, confirm the status badge reads PUBLISHED and the checklist appears to form builders who meet assignment rules.
What happens next
Form builders can embed the published checklist in forms for the assigned companies and locations.
Versioning may create a new published version; previous versions can remain for history per your organisation’s rules.
Status and workflow
DRAFT: Editable; not available for end-user forms.
PUBLISHED: Available to Form Builder and end users per assignments.
Notes
IMPORTANT: Publishing can affect live forms. Confirm assignments and wording before you publish.
If you cannot see Checklist Library, you may lack Content Management access. If a checklist never appears in Form Builder, it may still be DRAFT or not assigned where the form expects.