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Add a Checklist Template

Paragon Automation allows you to create checklist templates, which you can reuse when you create compliance checklists. A checklist template is based on a benchmarks document and you can add multiple checklists based on the same checklist template. You use a checklist template to easily create device specific checklists.

To create a checklist template:

  1. Click Settings > Compliance Checklist and select the Templates tab.
  2. On the Templates page, click Add (+).
    The Add Checklist Template page appears.
  3. Enter a name and version for the checklist, and select the benchmarks document on which the template should be based.
  4. Click OK.
    The Checklist Template is created and displayed in the Templates tab of the Compliance Checklist page.

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