You can review or modify your checklist templates as needed from your templates list. Please note however that any changes will only affect new transactions that you apply the template to in the future. Any transactions that the template has already been applied to will remain as is.
Step 1:
Log into your relay® account and click on the Activities link at the top of the page.
Step 2:
Click on the Checklist Templates button.
Step 3:
You will then see your checklist templates list, click on the template name to open it.
Step 4:
Once you have opened the template you will see the details and all of the activities listed. Click on an activity name to view the details of a specific activity and see attached items. Click on Add Activity to add a new activity to the template. Or place a check mark next to an activity and then click on the Remove button to delete an activity from the template.
You can also change the template name, type, description or auto apply status from here as well. Simply click on Update Detail after making the changes to save them.
