Compliance Checklist

Installation - SharePoint

Instructions for deploying the Compliance Checklist application into your SharePoint environment

A user with the SharePoint administrator role will be needed to follow the instructions

  • Login and navigate to O365 SharePoint admin centre > Click More features > Click Open under Apps
  • Click App Catalog > Select Create a new app catalog site
  • Fill in details > Click OK

  • Navigate to your newly created app catalog > Click Apps for SharePoint > Upload
  • Select compliance-checklist-webpart.sppkg file > Click OK > Leave “Make this solution available to all sites in the organization” unchecked > Click Deploy

  • Navigate to SharePoint admin center > Sites > Active Sites
  • Create > Blank Communication site > Fill in fields > Click Finish
  • Navigate to newly created site >Click on Site contents > New > App
  • Search and install ComplianceChecklist
  • You should see ComplianceChecklist in the site contents
  • Go back to the homepage > New > Page
  • Click the Apps tab, Select Compliance Checklist, then click Create

  • Navigate to your newly created app page > Click Configure Checklist
  • Login if prompted > Accept permission requests.
  • (Optional) Select the checklists that you want to install into your tenancy
  • Click Install > When installation is complete user will receive an email to confirm installation of the Checklist app and a link to go back to site

Planner

  • From the Checklist app page, click on Go To Planner  button
  • In Planner Online, click New Plan
  • Name the new plan: QMS
  • Set the visibility to: Public
  • Click Create plan
  • You should now be able to see your new plan, titled QMS

Permissions

  • Return back to the Checklist app page
  • Click on the Setup approvers group button
  • Name the group: QMS Approvers
  • Set the group owner to the current user account
  • Everyone should be able to view the membership of the group
  • Group members should be able to edit the group membership
  • For 'Give Group Permissions to this site', check: Edit
  • Leave every thing else default.
  • Click Create

Now go back to the Checklist app page and refresh the page.