A checklist can be launched once the checklist template is configured.
In order for a checklist to be assigned to a specific employee, the user must first have the security rights to view the checklist screens at an assignment level as well as have an additional permission set.
You can manually start a checklist or configure automation to automatically launch one.
Manual Launch
Assignment Level Checklist are launch at the assignment level or the company level. Navigate to:
Assignment Checklists screen for Assignment Level Checklist and navigate to Checklist - Company Level for Assignment Level Checklist
Click
to add a new checklist - a list of available checklist templates will be displayed
Click the
icon to launch the checklist template to the assignment
Automatic Launch
Configure automation to automatically launch a checklist template. Workflow will be the user assigned since the checklist are automatically started. Additional details will also be available such as 'Started from' 'Record Id' and 'Started from Table Name'.
Started from Table Name: This will indicate the database table where the checklist is located
Started from Record Id: Indicates the record ID the checklist is connected to
Managing a Checklist
You can manage your checklist item with the following fields:
Assign Checklist Item: You can manually assign checklist if automation is not configured on the checklist item by selecting a resource in the dropdown. Click
to check all assign checkbox, click
to uncheck all or by manually selecting the tick box on each checklist item
Started: Manually start the checklist
Completed: Manually complete checklist for checklist template with no automation configured
Cancelled: Cancel the checklist regardless of completion or progress.
Additional buttons used to manage the Checklist:
- save the changes of the checklist
- delete the checklist
- close the checklist
Documents
Users can add documents to checklists. Click
in the Documents section to add a new document. Documents will be added and will show in the documents grid including the following fields:
Type
Name
Description
Last Update (date/by)
Note - Documents uploaded in this screen will not appear in Assignment Documents and/or Company Document screens