Copy Existing Checklist

You can use the Copy Existing Checklist feature to copy an existing What-if/Checklist from one PHA to another. If you have the necessary permissions, you can also copy a What-if/Checklist from one Plant to another.

When copying a What-if/Checklist, it will include the following fields by default:

• Group (What-If/Checklist)

• Question (What-If/Checklist)

• Scenario

• Consequences/Hazards

You also have the option to include these additional fields:

• Before Risk Ranking

• After Risk Ranking

• Recommendation Filters

• Controls

• Comments

• Recommendations

• Actions

• Assigned To

• Due Date

• Status*

• Completed Date*

• Attachments

*Risk Rankings are available if the Source and Destination are using the same Risk Matrix

**Recommendation Filters are available to select if the Source and Destination are within the same Company (and they exist)

***The Status and Completed Date fields are linked — if you select or de-select one, it will select or de-select the other one as well

To copy an existing PHA Checklist, navigate to the What-if/Checklists Library and select the PHA you want to copy a Checklist to.

Select the Copy Existing Checklist Button on the left-hand side.

Select a Source Plant with the What-if/Checklist you want to copy and select the Next Button .

Select the PHA(s) you want to copy Checklist(s) from, then select the specific Checklists and fields you want to include, and select the Copy Button .

The Checklists are then copied to the Destination's PHA.