How_do_I_print_notes_for_steps_in_a_checklist_2025.02_

How do I print notes for steps in a checklist? (2025.02)

Issue

I'm printing a checklist that has notes attached to some of the steps. When I print the checklist, it only prints the step. It doesn't print the notes. Is there a way to print the step and notes so the printed checklist has everything I need to complete it? 

 

Explanation

In the checklist, for each step there's a Notes tab for adding additional text, explanation, or comments.

You can view the notes in Manage Checklists, by selecting the Notes tab. 

Manage Checklists

 

 

You can also click the Notes  icon in the electronic checklist. 

Electronic Checklist in the Connect Console

 

With the 2025.02 release, you can also include the notes in the printed checklist. 

 

Solution

To add notes for each step, 

1. Open Connect System Management > Organization > Checklists. 

2. Click to select a checklist. 

3. Click to select Include notes. 

Checklists

 

 

4. Click GO  (CTRL+G).

 

Printed checklist

 

 

 

Copyright © 2025 Caselle, Incorporated. All rights reserved.

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