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Checklist

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Location: Configuration arrowrgray Checklist

 

Prerequisites:

None.

 

Overview:

The checklist is a verification list made up of questions that assist in the approval steps and in the execution of tasks.

 

Specific buttons:

new

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

edit

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

delete

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

report_config

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.

status

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.