Edit Checklist Templates

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RayQC > 8.0 > User Guide > Standard Checklist Procedures 

Edit Checklist Templates

When a checklist template is opened in RayQC, it is opened within the Checklist Viewer, which allows direct evaluation steps to be taken. In order to actually edit the underlying template, the following procedure has to be executed:

 

To Edit a Checklist Template

1.Launch RayQC, or - if it is already up and running - navigate to the dashboard.
 

2.Click the open checklist tile to create a new (temporary) project based upon an existing checklist template.
 

3.Select the required template file from the file system, using the system browser dialog displayed.
 

4.The file is immediately opened within the Checklist Viewer interface.
 

5.Click on the Edit this checklist button on the left side of the swipe bar below the actual checklist content.
 

6.The checklist template structure is displayed, ready for manipulation:
 

a.Add new groups

b.Edit basic group properties

c.Remove groups

d.Add new items to groups

e.Edit basic item properties

f.Edit element and group properties by using the property section on the right side (e. g. change conditions, options, etc.) or change their indention.

g.Remove elements
 

7.Switch to the Checklist Viewer and review the effects the changes actually have on the behavior and content display of the checklist.
Remember that changes to the element positioning and conditions of elements and groups may lead to unexpected results.
 

8.When the checklist structure has been adjusted towards the desired state, the changes have to be saved. Saving can either mean to overwrite the existing checklist template, or save as a new one. Both methods start with clicking on the File menu, and selecting Save as. Select "RayQC Templates (.rqct)" as file type.
 

a.To create a new checklist template file:
 

i.Browse to the desired target destination and enter the name of the new file.

ii.Click Save to create the new checklist template.
 

b.To overwrite an existing template file:
 

i.Browse to the location of the template file that has to be replaced by the current checklist template structure

ii.Click on the file name of the template file that has to be replaced

iii.Click Save.

iv.Within the appearing confirmation dialog, click Yes to actually overwrite the existing file.

 

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Be aware:

Simply using Save will automatically detect whether evaluation status data is in the current project or not. If evaluation status data is available, RayQC will automatically save the current checklist as a project file (*.rqcp) including the state to ensure the saving of the data. If there is no evaluation data, the checklist  will be saved as a template (*.rqct) file. If you only want to save the checklist without the evaluation status data, use Save asSave as Checklist from the file menu.