Deploying a Checklist

1. After you've saved your Checklists with all necessary questions, matrices, etc. - navigate back to the admin console.
   

   
   
   

2. Click into the appropriate Checklist Template that you want to deploy, then click on “Versions” under the Options column.
   

   
   
   

3. After clicking Versions, your template should be available for deployment. Click “Deploy”.
   

   
   
   

   WARNING:

   If the template does not show a “Deploy” option and only says “Edit”, you may need to re-enter the template and save questions, matrices, etc.

   
   
   
   
   
4. Click the “Deploy” button under Options to deploy your current checklist.
   To Note: A deployed version CANNOT be modified after deployment. A new version must be created.
   
   
   
5. After clicking “Deploy”, the deployed version will show under “Production Version (Currently Deployed)” and appear as the below. The “Status” will show Production with a “Started” date of the day of deployment, in this case it shows 10/29/20.
   
   
   

The selected checklist is now deployed and available for instance creation in Salesforce. (It cannot be selected users, yet.)