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Checklist

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Location: Configuration Checklist

 

Prerequisites:

None

 

Overview:

The checklist is a verification list made up of questions that assist in the approval steps related to the management of activities.

 

Specific buttons:

Click on this button to add a new checklist. See further details about this operation in the Configuring a checklist section.

Click on this button to edit the checklist selected in the list of records.

Click on this button to delete the checklist selected from the list of records.

Click on the arrow next to this button to export the list of records displayed on the main screen to an Excel file, configure a new report or associate an existing report, or search the parameters that may be used to configure new reports.

Click on this button to enable/disable the record selected on the main screen. To view the disabled records, use the "Status" field of the General filter in the search filters panel.

 

Use the "Search filters" to easily retrieve records based on specific information.