Editing and Creating Checklists

Custom checklists are a powerful feature in HydroApps that help streamline daily operations, improve accountability, and ensure nothing gets missed—whether it’s opening the pool, prepping for a lifeguard class, or completing a facility inspection. In this guide, we’ll walk through how administrators can easily edit existing checklists or create brand-new ones to suit their unique facility needs.

Editing an Existing Checklist

To begin editing a checklist:

1. Navigate to the Admin panel and select Checklists from the sidebar menu.

2. Click the pencil icon next to the checklist you want to modify.

3. From here, you can:

   • Edit section names (e.g., add “Bathroom Opening” or “Entrance”).

   • Reorder sections for better flow.

   • Copy, delete, or temporarily disable sections during renovations or seasonal closures.

   • Adjust the questions within each section, reorder them, or add new ones on the fly.

All changes save automatically, so it’s easy to build out and refine your checklist as needed.

Creating a New Checklist

To create a brand-new checklist:

1. In the Checklists screen, select Create New Checklist.

2. Choose a clear name (e.g., “Lifeguard Class Setup”)—no need to include “checklist” in the title.

3. Configure settings:

   • Decide if it should display in the dashboard or remain hidden.

   • Set the checklist order relative to your others.

   • Add reference files or videos, if applicable.

4. Add sections like “Materials” or “Prerequisites” and start filling them with questions relevant to your process.

Before deploying, don’t forget to assign the checklist to a facility so it becomes available to staff.

Preview & Permissions

Once created, you can toggle between views to preview how it appears to other users. If you want others to access the checklist, make sure it’s enabled and assigned correctly. For role-based visibility, use the User Settings screen to ensure the right teams have access.