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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 a checklist. Select the desired record before clicking on the button.

Click on this button to delete a checklist. Select the desired record before clicking on the button.

Click on this button to configure a new report or associate an existing report.

Click on this button to enable/disable the record selected in 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.