> ## Documentation Index > Fetch the complete documentation index at: https://docs.assuric.com/llms.txt > Use this file to discover all available pages before exploring further. # Set up checklist items > Set up each checklist item type, from the policies staff sign off to the training they complete, and choose how often each item comes back and who can complete it. **Quick summary** * Each checklist item has a type, such as *Training*, and you choose how often it recurs and who can complete it. * A document in a checklist item stays on the version you added until you move the item to a newer version. * Device Reporting adds people's devices to your asset register, and a checklist can have only 1. Add an item with **New Item** in the checklist's editor, then set it up for its [item type](/people/checklists#what-a-checklist-is-made-of). ## Resources Click **New Item** → **Resources**, fill in *Item Label* and *Item Description*, then click **Continue**. Expand the item and click **Add resource to** *item name*. In *Add checklist resource*, pick one: * *Assuric Document*, for a document in Assuric. It opens the *Document Picker*, where you link an existing document or add a new one. * *Evidence / File*, for a file from your evidence. A document is added at its latest approved version. Click **Untag** to pick a different one. Change the filled-in *Title* if staff know the document by another name. Click **Add**, and repeat for each document or file. The Add checklist resource dialog with Whistleblowing Policy version 5.0 selected and its title filled in To change a resource's title later, open its **⋯** menu and click **Edit**. To take it out, click **Remove from list**. A document stays on that version until you approve a new one and [move the item to it](/people/checklists#when-the-document-changes). ## Checklist Input | Form | What the person does | | - | - | | Acceptance | Ticks each statement you list, like *I will report any data breach within 24 hours* | | Form | Fills in checkbox fields and **Upload file** fields, and an upload field can allow several files | Mark an acceptance statement as required if it must be ticked. Switch on *Require signature?* to ask for the person's name and position when they complete it. ## Training Click **Add modules to item** to pick the modules. Switch on *Require file upload?* if people must upload a completion certificate. ## Device Reporting People report their devices, and Assuric adds them to your asset register automatically. A checklist can have only 1 Device Reporting item. ## Item settings Every item type has the same settings, changed from its **⋯** menu → **Edit**: | Setting | What it does | | - | - | | **Refresh** | How often it needs to be completed again, if at all | | **Enabled** | Whether the item is included in the checklist, so turning it off takes the item out without deleting it | | **Completable by** | Who can tick it off | An item only admins can complete isn't shown on the staff portal. The Edit checklist item dialog with Item title, Item description, Refresh set to Annually, an Enabled switch, and Completable by set to Only staff can complete ## Related articles Creating the checklist these items go in, and publishing it. What each item type is for, and what happens when a document changes. Adding training modules to a Training item. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.