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Location: Configuration  Checklist
Prerequisites:
▪None.
Overview:
Checklist is a verification list consisting of questions that will assist in the control of steps related to document draft and approval.
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 the checklist selected in the list of records.
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Click on this button to delete the checklist selected in the list of records. To perform this operation, confirm the system request.
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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, to configure a new report or associate an existing report, or to view the parameters that may be used in the configuration of new reports.
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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.
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Use the "Search filters" to easily retrieve records based on specific information.
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