Overview
Checklists in Mobaro are living documents. As your operation changes, you'll refine wording, add Questions, reorganize Pages, and retire Checklists you no longer need. This article covers how to edit and maintain existing Checklists so your library stays accurate and easy to manage.
Users must be Super Users or have the following Roles to maintain Checklists:
Checklists: Modify (to edit) and Delete (to remove)
Why this matters: Editing in place — rather than rebuilding — keeps history intact and lets one well-maintained Checklist serve many Schedules, so a single update reaches every Location at once.
Editing an existing Checklist
1. Open the Checklists page
In the Mobaro Backend, navigate to Checklists and highlight the Checklist you want to change.
2. Open the editor
Click the Edit button that appears at the top of the list.
3. Make your changes
Update Pages, Elements, logic, triggers, or scoring. To change Checklist-level settings, use the Settings icon — see Configuring checklist settings.
4. Save
Click Save to apply your changes.
Rearranging Pages and Elements
Building and reorganizing a Checklist is meant to be quick:
Drag and drop Elements to reorder them within a Page or move them between Pages.
Copy an Element to reuse its configuration — answer options, points, logic, and triggers — instead of rebuilding it.
Add or remove Pages as your process grows. A Checklist always keeps at least one Page.
Best practice: Maintain a template Checklist per type (Daily Maintenance, Annual PM, Training). Copying from a consistent template keeps settings, logic, and triggers uniform. See How to duplicate a checklist.
Exporting a blank copy
1. Select the Checklist
On the Checklists page, select the Checklist from the list view.
2. Export it
Click Export to download the empty Checklist structure for offline review, printing, or sharing. To export completed Results instead, see Exporting Results.
Copying between organizations
If you belong to multiple organizations, copy a Checklist from one to another from the list view by clicking Copy and selecting the destination organization. Some elements — such as Manuals and User Group triggers — may need to be re-added or remapped due to differing configurations. See the full duplication guide.
Deleting a Checklist
To remove a Checklist you no longer need, select it in its folder and use the Trash icon in the toolbar.
Critical: Deleting a Checklist removes the template. Before deleting, make sure it isn't actively published through a Schedule, and export any Results you need to retain. Treat deletion as permanent.
Example: updating a seasonal inspection
Scenario
A coaster inspection needs two new checks added before the summer season, across every park that runs it.
Setup
An editor opens the shared inspection Checklist and adds two Select Questions to the relevant Page.
They drag the new Questions into the correct order and save.
Result
Every Schedule that publishes this Checklist picks up the new Questions on the next completion — no per-park rebuild, and past Results stay unchanged.
Frequently asked questions
Q: Will editing a Checklist change Results that were already submitted?
A: No. Existing Results capture the answers as they were at the time of completion. Edits apply to future completions.
Q: What happens to a Schedule if I edit the Checklist it uses?
A: The Schedule keeps publishing the same Checklist; your changes appear the next time it's opened.
Q: Can I recover a deleted Checklist?
A: Treat deletion as permanent. Export a blank copy first if you might need the structure again.