Configuring checklist items for environmental sustainability

Checklist items must be set up as templates before you can use them to assess locations. The environmental manager should keep them updated as needed. For example, each time LEED releases a new version of their rating system, the checklist item templates for LEED must be updated.

About this task

If you want to load complicated checklists, categories, and items such as those for 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 Item to view all current checklist item 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.