Checklist versions

When you create a checklist, the system saves it as Version 1. When the checklist is activated, you can no longer change it, and resources assigned to the checklist are assigned to that particular version of the checklist.

You can create a new version of a checklist in Proposed status while the current checklist version is still Active. You can modify and then activate the new version, which makes the new version eligible for assignment.

When you activate the new version, these actions occur:

  • The previously active version of the checklist becomes Inactive.
  • Resources can no longer be assigned to the old version. Resources can still complete the work on their checklist components for the old version, and their managers or mentors can still complete any pending resource checklists for the old version.
  • New resources or resources to be reassigned to the same checklist can be assigned only to the new Active version of the checklist.