How to Add or Update an SOP or Checklist

Checklists in CPR Enroll+ are structured step-by-step guides — Standard Operating Procedures — that instructors follow during a class. They ensure consistent delivery across all instructors and sessions, and can cover skills testing protocols, equipment setup, or any other procedural requirement. Completed checklists are saved with the class record for compliance.

Creating a Checklist

1. Go to Administration > Course Builder > Checklists.

2. Click + Create.

3. Enter a Checklist Name (e.g., "BLS Provider Skills Station Setup").

4. Add each checklist item — a step or task the instructor must complete.

5. Mark any items as required if they cannot be skipped.

6. Click Save.

Attaching a Checklist to a Course

7. Go to Administration > Course Builder > Courses > ⋮ > Edit.

8. Find the Checklists section in the course form.

9. Select the checklist(s) from the dropdown.

10. Click Save. The checklist appears in the instructor's class view for every class from this course.

Updating an Existing Checklist

11. Go to the Checklists list, click ⋮ > Edit, make changes, and click Save.

12. All courses linked to this checklist automatically use the updated version — no reassignment needed.

Importing from the Marketplace

13. Click Marketplace > Checklist Templates.

14. Hover over a card and click Use Template to import it, then attach it to any course.