Equus Software

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…

What are prerequisites prior to creating a checklist template?

Checklist Templates can be found at the System or Company level. In order for a user to access these screens, the user must have the appropriate security rights. 
 
 
 …

Creating a checklist template

What are Checklists?

Checklists are used to drive and enforce processes.  You can configure them to match your business processes for move types and/or different services.
There are two types…

Checklists Overview

Checklist items are the list of tasks for checklist in the Equus Platform. The number can vary depending on the checklist configured. You can arrange the order, provide additional customization…

Configuring checklist items

Checklists tasks can automatically start/complete by completing a previous task. such as uploading a document or changing/updating data in Assignment records. 
 
Checklist Completion
The following che

Automating Checklists

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…

Managing checklists

Checklists can be assigned to specific services as shown below:
 
Assigning Checklist to Services

Navigate to the Service Definition Screen at the Configuration/System Level (Configuration &gt; Advan

Assigning checklists to services

Below are the security configurations on the Security Role Maintenance screen for a user to have access to the checklist screens at the system, company and assignment levels as well as checklist…

How to configure security role to configure and access checklists

Users will see the assignment level Task and Notifications widget on all Assignments’ Checklists screens.
 
Similar to the system level widget, users can do the following action for the checklist…

Viewing checklist tasks at the Assignment Level

Changes to Checklists Templates will only affect new checklists that are started using the template.
It is best practice to copy a checklist, make the necessary changes, and inactivate the…

Maintaining checklist templates

Checklists

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