---
title: Checklists and Workload Video Modules
description: All video modules related to the Checklists and Workload Video Learning Series for the electronic training.
---

[Skip to content](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/checklists-and-workload-video-modules#main-content)

English

Show submenu for translations

<https://vestigohelp.mccreadiegroup.com/en/knowledgebase/kb-tickets/new?hsLang=en>

[![Vestigo-Logo-Md-1](https://vestigohelp.mccreadiegroup.com/hs-fs/hubfs/Vestigo-Logo-Md-1.png?width=239&height=75&name=Vestigo-Logo-Md-1.png)](https://vestigohelp.mccreadiegroup.com/en/vestigo?hsLang=en)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- <https://vestigohelp.mccreadiegroup.com/en/knowledgebase/kb-tickets/new>
- [Contact Us for Support](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/contacting-support)

[Contact Us for Support](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/contacting-support?hsLang=en)

 What can we help with?

- There are no suggestions because the search field is empty.

1. [Vestigo Help Center](https://vestigohelp.mccreadiegroup.com/en/knowledgebase?hsLang=en)
2. [Vestigo Digital Learning and Training](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/vestigo-digital-learning-and-training?hsLang=en)
3. [Checklists and Workload](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/vestigo-digital-learning-and-training?hsLang=en#checklists-and-workload)

September 25, 2026

# Checklists and Workload Video Modules

##### [BACK TO the Checklists and Workload Learning Series Outline](https://vestigohelp.mccreadiegroup.com/en/vestigo/checklists-and-workload-management-series-outline?hsLang=en)

### Module 1 - Adding Checklist Steps in Application Administration

<iframe src="https://player.vimeo.com/video/1132591389?badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479" frameborder="0" allow="autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share" referrerpolicy="strict-origin-when-cross-origin" style="position:absolute;top:0;left:0;width:100%;height:100%;" title="Checklists/Workload Module 1 - Adding or Modifying Checklist Steps"></iframe>

 

 

### Module 2 - Creating a Checklist at the Protocol Level

<iframe src="https://player.vimeo.com/video/1132590557?badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479" frameborder="0" allow="autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share" referrerpolicy="strict-origin-when-cross-origin" style="position:absolute;top:0;left:0;width:100%;height:100%;" title="Checklists/Workload Module 2 - Creating a Checklist at the Protocol Level"></iframe>

 

 

### Module 3 - Creating and using a Checklist Template

<iframe src="https://player.vimeo.com/video/1132590723?badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479" frameborder="0" allow="autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share" referrerpolicy="strict-origin-when-cross-origin" style="position:absolute;top:0;left:0;width:100%;height:100%;" title="Checklists/Workload Module 3 - Creating and using a Checklist Template"></iframe>

 

 

### Module 4 - Managing Checklists and Supporting Reports

<iframe src="https://player.vimeo.com/video/1132590857?badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479" frameborder="0" allow="autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share" referrerpolicy="strict-origin-when-cross-origin" style="position:absolute;top:0;left:0;width:100%;height:100%;" title="Checklists/Workload Module 4 - Managing Checklists and Supporting Reports"></iframe>

 

 

### Module 5 - Adding Workload Subcategories to Application Administration

<iframe src="https://player.vimeo.com/video/1132591269?badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479" frameborder="0" allow="autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share" referrerpolicy="strict-origin-when-cross-origin" style="position:absolute;top:0;left:0;width:100%;height:100%;" title="Checklists/Workload Module 5 - Adding Workload Subcategories to Application Administration"></iframe>

 

 

### Module 6 - Adding Workload Subcategories to a Protocol

<iframe src="https://player.vimeo.com/video/1132590147?badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479" frameborder="0" allow="autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share" referrerpolicy="strict-origin-when-cross-origin" style="position:absolute;top:0;left:0;width:100%;height:100%;" title="Checklists/Workload Module 6 - Adding Workload Subcategories to a Protocol"></iframe>

 

 

### Module 7 - Creating and Importing Workload Templates

<iframe src="https://player.vimeo.com/video/1132594175?badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479" frameborder="0" allow="autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share" referrerpolicy="strict-origin-when-cross-origin" style="position:absolute;top:0;left:0;width:100%;height:100%;" title="Checklists/Workload Module 7 - Creating and Importing Workload Templates"></iframe>

 

 

### Module 8 - Supporting Workload Reports

<iframe src="https://player.vimeo.com/video/1132594084?badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479" frameborder="0" allow="autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share" referrerpolicy="strict-origin-when-cross-origin" style="position:absolute;top:0;left:0;width:100%;height:100%;" title="Checklists/Workload Module 8 - Supporting Workload Reports"></iframe>

 

 

- [From McCreadie Group](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/from-mccreadie-group?hsLang=en#main-content)

    - [Features in Action! Webinar Series](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/from-mccreadie-group?hsLang=en#features-in-action-webinar-series)
    - [Updates from the Vestigo Team and McCreadie Group](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/from-mccreadie-group?hsLang=en#updates-from-the-vestigo-team-and-mccreadie-group)
    - [Vestigo News and Know How](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/from-mccreadie-group?hsLang=en#vestigo-news-and-know-how)
    - [Vestigo Releases](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/from-mccreadie-group?hsLang=en#vestigo-releases)
    - [Previous Webinars](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/from-mccreadie-group?hsLang=en#previous-webinars)
- [General](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/general?hsLang=en#main-content)

    - [Vestigo Statement Documents](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/general?hsLang=en#vestigo-statement-documents)
    - [My Account](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/general?hsLang=en#my-account)
    - [Patient Profile](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/general?hsLang=en#patient-profile)
    - [Printers and Labels](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/general?hsLang=en#printers-and-labels)
    - [Address Book](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/general?hsLang=en#address-book)
    - [Templates](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/general?hsLang=en#templates)
    - [Calender](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/general?hsLang=en#calender)
    - [Workload](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/general?hsLang=en#workload)
    - [Protocol Specific Users](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/general?hsLang=en#protocol-specific-users)
- [Application Administration](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/application-administration?hsLang=en#main-content)

    - [Client Information and Settings](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/application-administration?hsLang=en#client-information-and-settings)
    - [Facility Information and Settings](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/application-administration?hsLang=en#facility-information-and-settings)
    - [Inventory Locations](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/application-administration?hsLang=en#inventory-locations)
    - [User Accounts and Application Roles/Permissions](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/application-administration?hsLang=en#user-accounts-and-application-roles-permissions)
    - [Application Admin Audit Logs](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/application-administration?hsLang=en#application-admin-audit-logs)
- [Protocols](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/protocols?hsLang=en#main-content)

    - [Protocol Management](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/protocols?hsLang=en#protocol-management)
    - [Drug and Order Builds](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/protocols?hsLang=en#drug-and-order-builds)
    - [Participants and Enrollments](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/protocols?hsLang=en#participants-and-enrollments)
    - [Prescriptions](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/protocols?hsLang=en#prescriptions)
    - [Protocol Contacts](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/protocols?hsLang=en#protocol-contacts)
    - [Documents](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/protocols?hsLang=en#documents)
    - [Monitor Visits](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/protocols?hsLang=en#monitor-visits)
    - [Protocol Billing and Budgets](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/protocols?hsLang=en#protocol-billing-and-budgets)
- [Inventory](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/inventory?hsLang=en#main-content)

    - [Shipment Receipts](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/inventory?hsLang=en#shipment-receipts)
    - [Inventory Edits](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/inventory?hsLang=en#inventory-edits)
    - [Inventory Transfers and Adjustments](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/inventory?hsLang=en#inventory-transfers-and-adjustments)
    - [Inventory Returns](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/inventory?hsLang=en#inventory-returns)
    - [Inventory Send Outs](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/inventory?hsLang=en#inventory-send-outs)
    - [Temperature Excursions](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/inventory?hsLang=en#temperature-excursions)
    - [Quality Checks](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/inventory?hsLang=en#quality-checks)
- [Competencies](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/competencies?hsLang=en#main-content)

    - [Protocol Competency](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/competencies?hsLang=en#protocol-competency)
- [Reports](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/reports?hsLang=en#main-content)

    - [App Admin Reports](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/reports?hsLang=en#app-admin-reports)
    - [Protocol Reports](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/reports?hsLang=en#protocol-reports)
    - [Global Reports](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/reports?hsLang=en#global-reports)
    - [Billing Reports](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/reports?hsLang=en#billing-reports)
- [Billing](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/billing?hsLang=en#main-content)

    - [Fees](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/billing?hsLang=en#fees)
- [Vestigo Interfaces and Integrations](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/vestigo-interfaces-and-integrations?hsLang=en#main-content)

    - [CTMS Interface](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/vestigo-interfaces-and-integrations?hsLang=en#ctms-interface)
    - [EHR Interface](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/vestigo-interfaces-and-integrations?hsLang=en#ehr-interface)
    - [Chain of Custody](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/vestigo-interfaces-and-integrations?hsLang=en#chain-of-custody)
    - [Vestigo Reporting API](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/vestigo-interfaces-and-integrations?hsLang=en#vestigo-reporting-api)
    - [Barcode Validation](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/vestigo-interfaces-and-integrations?hsLang=en#barcode-validation)
- [Vestigo Digital Learning and Training](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/vestigo-digital-learning-and-training?hsLang=en#main-content)

    - [General Overview](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/vestigo-digital-learning-and-training?hsLang=en#general-overview)
    - [Vestigo for Pre-Clinical Studies](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/vestigo-digital-learning-and-training?hsLang=en#vestigo-for-pre-clinical-studies)
    - [Protocol Build Basics](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/vestigo-digital-learning-and-training?hsLang=en#protocol-build-basics)
    - [Protocol Management](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/vestigo-digital-learning-and-training?hsLang=en#protocol-management)
    - [Inventory Management](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/vestigo-digital-learning-and-training?hsLang=en#inventory-management)
    - [Inventory Transactions](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/vestigo-digital-learning-and-training?hsLang=en#inventory-transactions)
    - [Application Administration](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/vestigo-digital-learning-and-training?hsLang=en#application-administration)
    - [Monitor Visits and Vestigo Verify](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/vestigo-digital-learning-and-training?hsLang=en#monitor-visits-and-vestigo-verify)
    - [Checklists and Workload](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/vestigo-digital-learning-and-training?hsLang=en#checklists-and-workload)
    - [Billing and Budget Management](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/vestigo-digital-learning-and-training?hsLang=en#billing-and-budget-management)

[![McCreadie-Logo-Md](https://vestigohelp.mccreadiegroup.com/hs-fs/hubfs/McCreadie-Logo-Md.png?width=347&height=105&name=McCreadie-Logo-Md.png "McCreadie-Logo-Md")](https://mccreadiegroup.com)

[mailto:support@mccreadiegroup.com](mailto:support@mccreadiegroup.com) <https://mccreadiegroup.com/> <https://www.linkedin.com/company/mccreadiegroup/>

Copyright © 2026, McCreadie Group Software LLC

↑