To support the functionality, two Equus system level checklist templates have been created and shipped as inactive. The checklists will:
Create a checklist for the Relocation Coordinator when a request is submitted - called "Notification Request - To Coordinator"
Create a checklist task on the What’s Happening Timeline, for the Employee when a request requires additional information - called "Notification Request - To Employee"
To edit the checklist template, first click on the pencil icon to start adapting the checklist template workflow as the business requires.
