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Instructions:

 

1. Managing & Creating Checklists

 

Add Criteria to a Checklist

1. Enter a criterion in the "Enter new criterion" input box.

2. Click the "Add Criterion" button.

3. The added criteria will appear in the checklist below.

 

Remove Criteria

1. Click the "Remove" button next to a criterion to delete it from the checklist.

 

Save a Checklist

1. Enter a name for your checklist in the "Enter list name" input box.

2. Click "Save Current List" to save it.

 

Load a Saved Checklist

1. Under "Saved Lists", find the checklist you want to load.

2. Click the "Load" button.

 

Delete a Saved Checklist

1. Click the "Delete" button next to the checklist you want to remove.

2. Confirm the deletion.

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2. Evaluating an Equity

 

Start an Evaluation

1. Enter the name of the equity in the "Enter equity name" input box.

2. Click "Evaluate" to generate an evaluation form.

 

Mark Criteria

1. For each criterion, select "Met", "Not Met", or "N/A" (not applicable).

2. Click "Save Evaluation" when finished.

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3. Viewing & Managing Saved Evaluations

 

View Saved Evaluations

1. Scroll to the "Saved Evaluations" section.

2. Click "View" next to an evaluation to expand and see the details.

 

Delete an Evaluation

1. Click "Delete" next to an evaluation.

2. Confirm the deletion.

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4. Printing Data

 

Print Saved Checklists

1. Click the "Print Saved Lists" button in the "Saved Lists" section.

2. A new window will open displaying all saved checklists.

3. Use the browser’s print function to print the document.

 

Print Saved Evaluations

1. Click the "Print Saved Evaluations" button in the "Saved Evaluations" section.

2. A new window will open displaying all saved evaluations.

3. Use the browser’s print function to print the document.

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