Assigning Checklists to Sites

Once you've created a checklist template, you need to assign it to one or more sites. This tells provvio which checklist should be used when your team visits that site.

How to Assign a Checklist

From the Site:

1. Go to Sites and open the site
2. Go to the Checklists tab
3. Click Assign Checklist
4. Select the template from the dropdown
5. Click Save

From the Checklist Template:

1. Go to Checklists and open the template
2. Go to the Sites tab
3. Click Assign to Site
4. Select the site(s) from the list
5. Click Save

Multiple Checklists per Site

A site can have multiple checklists assigned to it. This is useful when:

• Different visits require different checklists (e.g., daily clean vs weekly deep clean)
• Multiple services are performed at the same location

When checking in, the team member will select which checklist to use for that visit.

Removing a Checklist Assignment

1. Open the site
2. Go to the Checklists tab
3. Click the remove icon next to the checklist you want to unassign

Tips

• Assign checklists before your team starts visiting a site
• Review assignments periodically: if a client's service scope changes, update the checklists accordingly