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Common mistakes

Editing the wrong checklist​

Use Edit this Instance for one-off changes to today's active run. Use Edit this Template only when you want future runs to change too. If a template edit also needs to reach the run that is already open, use Push changes to active on the template.

Looking for a checklist in the wrong tab​

Use Active for live runs that need work today. Use Templates for reusable designs.

Forgetting to close a completed checklist​

When a run reaches 100%, OpusHub asks whether you want to close it. If you cancel, it stays active. Re-open the run and close it from the title bar.

Marking a task Not Applicable instead of completing it​

Use Not Applicable only when the task genuinely should not run today. Otherwise complete the task normally so the run reflects what was done.

Expecting favourites to change access​

Favourites only change your own My Checklists list. They do not grant access to anyone else.

Picking the wrong recipients for an assignment​

Before sending an assignment, double-check whether it should go to selected users, selected groups or all users, and confirm any evaluators if manager sign-off is required.

Setting a schedule that lands on the wrong date​

The first run of "every N months on the Nth" lands on the first day-of-month on or after the start date. If your first run looks wrong, check the start date, the day-of-month and your organisation timezone. See Scheduling.

Hiding a column you actually need​

The Columns popover saves a per-user preference that persists between the template edit page and the sort page. If a column has disappeared, open the popover and toggle it back on.

:::info Screenshot placeholder Add screenshot: the edit-mode choice dialog showing Edit this Instance and Edit this Template, and the Push changes to active preview. :::