--- title: Managing Checklist Steps description: Managing Checklist Steps --- [Skip to content](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/managing-checklist-steps#main-content) English Show submenu for translations [![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 - - [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. [Application Administration](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/application-administration?hsLang=en) 3. [Client Information and Settings](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/application-administration?hsLang=en#client-information-and-settings) September 25, 2026 # Managing Checklist Steps Vestigo provides sites the ability to create checklists that can be associated to protocols to help drive consistency and accountability for common SOPs for each protocol. Checklist Steps can be applied to a protocol one by one manually, or users can create templates for importing to a protocol. This article covers the creation of the steps that are associated to one of the four types of checklists in Vestigo. - Study Start-up - Audit Preparation - Amendments - Protocol Close Out   ### Permissions Needed **AdminMain** – Access the application administrative menu **EditClientandFacilitySettings** - Along with App Admin, this permission should enable/disable the "Edit Client and Facility Settings" page **ManageChecklistSteps** - Ability to manage Checklist Steps that are available when building a Checklist ### Creating a Checklist Step 1. Navigate to **Application Administration** 2. Click on **Edit and Client Facility Settings** 3. Click on **Manage Checklist Steps** under Client Settings on the right side 4. Click **Add New** 5. Select the **Checklist Type** from the drop down menu 6. Enter a name for the Checklist Step ![](https://vestigohelp.mccreadiegroup.com/hs-fs/hubfs/image-png-Mar-02-2026-07-33-43-3083-PM.png?width=670&height=300&name=image-png-Mar-02-2026-07-33-43-3083-PM.png) 7. Optionally, enter a description. The description will help ensure the step is completed the same every time and is visible when completing the step. 8. Enter a numerical value in which the step should appear in an ordered list.    There can be multiple steps with the same value. This can be overridden when added to a Checklist Template or when manually adding to a protocol.   9. Click **Save** Repeat this step as many times to add all the necessary steps.    ### Editing a Checklist Step Once a Checklist step has been used in a template or manually added to a protocol, you can no longer edit the Checklist Type or Name.  1. Navigate to **Application Administration** 2. Click on **Edit and Client Facility Settings** 3. Click on **Manage Checklist Steps** under Client Settings on the right side 4. Click **Edit** on the subcategory you wish to edit 5. Apply the necessary changes 6. Click **Save** Editing a checklist step does not impact historical records or protocols where the step was used. If the step has been added to a checklist template, the updated step will automatically be used when imported into a protocol. No changes to a template are required.   ### Inactivating a Checklist Step Once a checklist step has been used, you can only inactivate the step. Inactivating the step prevents future use, removes the step from any templates, but does not impact historical records where the step was used. 1. Navigate to **Application Administration** 2. Click on **Edit and Client Facility Settings** 3. Click on **Manage Checklist Steps** under Client Settings on the right side 4. Click **Inactivate** on the reason you wish to inactivate 5. Click **OK** to confirm the inactivation   ### Reactivating a Checklist Step 1. Navigate to **Application Administration** 2. Click on **Edit and Client Facility Settings** 3. Click on **Manage Checklist Steps** under Client Settings on the right side 4. Uncheck the **Show Active Checklist Steps Only** flag 5. Click **Reactivate** on the reason you wish to inactivate 6. Click **OK** to confirm the reactivation 7. Optionally, you may add this step back to any Checklist Templates, if applicable.   ### Deleting a Checklist Step Once a checklist step has been used, you can no longer delete the step. Deletions are permanent and cannot be reversed. 1. Navigate to **Application Administration** 2. Click on **Edit and Client Facility Settings** 3. Click on **Manage Checklist Steps** under Client Settings on the right side 4. Click **Delete** on the reason you wish to delete 5. Click **OK** to confirm the deletion.   - [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) Copyright © 2026, McCreadie Group Software LLC ↑