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How do I create a custom state checklist
Last Post 12/03/2018 7:19 AM by Marc Allaire. 4 Replies.
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Author Messages
Marc Allaire
Great Gray Owl
Great Gray Owl
Posts:96


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12/01/2018 8:34 AM

    Jeff,

    Are there instructions on how to create a custom checklist? I am looking to edit down our state checklist to make it more manageable for our CBCs. Thanks.

    Jeff Jones
    Great Gray Owl
    Great Gray Owl
    Posts:8416


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    12/01/2018 9:56 AM

    Hi Marc,

    Thanks for posting.

    Yes - this is a simple task. I will outline the basic steps here and then provide some video links on how to create reports and work with the Checklist Editor.

    1. Add a new child under your State (e.g. "Georgia CBC Checklist")
      1. Do this using the Location Maintenance window (F5)
      2. Close the location maintenance window after you are done so that the Location Hierarchy is rebuilt.
    2. Open the Checklist Editor (F9)
      1. Follow the numbers below.
      2. After you do that, the window will load with location "George Checklist CBC" (or whatever name you chose).
      3. Now, scroll down the list of the names and uncheck the 'F' (Found) column for those birds you do not want on your checklist report.
      4. When done, or at various points in your changes, click the Update button to save your work.
    3. Now create your Checklist report however you want it to look.
      1. Open the Report Designer (F7)
      2. Select the Checklists TAB
      3. Design the report you want





    This tactic works for any such location; e.g. state, county, park, etc.

    Don't forget to watch the video on using the Report Designer on the Report Designer window.

    Let me know if I can assist further,

    Jeff

    Birder's Diary Technical Support
    Marc Allaire
    Great Gray Owl
    Great Gray Owl
    Posts:96


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    12/02/2018 4:29 PM

    Jeff,

    Thanks. All worked fine, did not even need to watch the video!

    My only comment is that it would be nice to be able to unclick everything at the beginning, and then click things to be included. My CBC checklist contains less than 25% of the birds on the state list so I end up having to unclick 75% of the total birds. But otherwise, I am now ready to go out there and count 'em.

    Marc

    Jeff Jones
    Great Gray Owl
    Great Gray Owl
    Posts:8416


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    12/02/2018 6:41 PM

    Hi Marc,

    Great.

    My only comment is that it would be nice to be able to unclick everything at the beginning, and then click things to be included. My CBC checklist contains less than 25% of the birds on the state list so I end up having to unclick 75% of the total birds.

    That is there Marc. 

    Select all rows first (1); and then clear the Found column for all rows (2).

    Just holding your mouse over those buttons tells you what they are for.

    Jeff

    Birder's Diary Technical Support
    Marc Allaire
    Great Gray Owl
    Great Gray Owl
    Posts:96


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    12/03/2018 7:19 AM
    Thanks. This will make the next custom checklist a lot easier (and maybe I should have watched the video)!
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