In order to use the checklist functionality, there are specific system configuration tasks that must be completed and or reviewed in advance of building a Checklist Template.
User Roles, Resources and Users
Checklists are dependent on User Roles, Resources and Users. As you consider the type of checklists you want to build, make sure to allocate who will be responsible for each task or Checklist Item.
Review your list of User Roles, Resource Types and Users.
Do you need to add or update any of your existing information?
If including employee tasks on your checklist, ensure the employees have access to and are using the portal, as this is where their tasks will appear.
Categories
Checklists are dependent on Categories. Checklist Categories are built at the System Level and can be overridden at the Company Level via the lookup maintenance.
Consider how you want to group tasks/items – these groupings will drive your Checklist Categories.
Prior to creating a template, you should look to see if you have lookup values available to you.
Lookup values are set at the System level and can be overridden at the Company level.
System Level
Select Checklist Category from the Lookup Field on the System Lookup Maintenance screen.
To add a new checklist category click
.
To add more categories, change the number beside the button, then click
.
Enter the Display Value, Report Value, and Display Order for each.
The Code value will auto populate once you click
Company Level
From the Company tab, select the applicable company and click on View/Edit.
Go to System Overrides menu group and click on Lookup Override. Check if there is a menu item override if the menu item is not found under the menu group.
On the System Lookup Maintenance screen, select Checklists Category from the Lookup Field drop down list.
Select from the Company Inactive drop down list. The value in this column indicates if the categories are applicable to this specific company by flagging them as Active or Inactive.