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Location: Configuration  Checklist
Prerequisites:
▪None.
Overview:
The checklist is a verification list consisting of questions that will assist in the approval steps related to the management of activities.
Specific buttons:
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Click on this button to create a checklist. See further details about this operation in the Configuring a checklist section.
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Click on this button to edit a checklist selected in the list of records.
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Click on this button to delete a checklist selected from the list of records.
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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 for the parameters that may be used in the configuration of new reports.
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Click on this button to enable or disable the record selected on the main screen. To view the inactive records, use the "Status" field of the General filter on the search filters panel.
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Use the Search filters to find the records more easily based on specific information (ID #, name, type, and/or status).
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