When editing a checklist, when you save it, it should apply the changes to ALL Checklists.

I think I have shared this before. I am updating some forms in our checklists.

We are taking out some forms. When I save and tell it to apply to all candidates and grades, it does not fully update the current checklist even if nothing has been completed. Most checklists still have the forms that I just deleted in the setup link.

I have to manually go in and update EVERY checklist. This is going to take forever.

The checklist process needs to be updated so that checklist completely update when items are changed as long as things have not already been completed.


  • Guest
  • Jul 12 2022
  • Already exists
Blackbaud Enrollment Management / Checklist
  • Attach files
  • Guest commented
    July 13, 2022 13:59

    I tried to reach out about this again today.

    I keep being told that if the checklist is already "assigned" to a
    candidate that it will not update fully when something is edited and
    reassigned. I was told the only way is to individually reassign the new
    checklist.

    It just doesn't make sense to me why it wouldn't update the checklists.

    Thanks for your help,
    Kelly

    ×

    Attachments Open full size

  • Sarah Bienvenue commented
    July 13, 2022 02:45

    Hello, please report this to support. This is not expected behavior. If you are changing an item on the checklist and choose to update all grades and levels, it should change for anyone with that checklist assigned.

    Thank you,

    Sarah

    ×

    Attachments Open full size

Related ideas