Configuring checklist templates for environmental sustainability

Checklists must be set up as templates before you can use them to assess locations. The environmental manager should keep them updated each time there is an updated version of the checklists.

About this task

If you want to load complicated checklists such as those for Leadership in Energy and Environmental Design (LEED) certification, IBM Global Business Services can help you to import the templates into the system instead of using this manual method.

Procedure

  1. Click Home > Sustainability > Set Up > Templates > Checklist to view all current checklist templates.
  2. Click to view the existing templates. Make updates as needed and click Save and Close.
  3. If you need to add a new template, click Add.