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Checklist

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Location: Configuration arrowrgray Checklist

 

Prerequisites:

None.

 

Overview:

Checklist is a checklist made up of questions that assist in the execution of the issuing, approval and closing steps of requests.

 

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 from 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 or 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. The system will request the countersign after clicking on this button if the "Request user countersign when performing critical operations in the components" option is checked in the SE Configuration component (CM008).

 

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