The Checklist feature enables users to record and manage groups of checklist items or individual items for individual clients. These checklists are designed to track program requirements, such as applications, interviews, completions, and related data, including due dates and completion dates.
Navigation:
Main Menu → Clients → Checklist
Applies To: Enterprise, Plus
Field Details
- Program Group: Identifies the Program Group of the client. (Source: Program Group table; user-defined)
- Requirement: Checklist requirement. (Source: Checklist table; required field; user-defined)
- Date Due: Specifies the due date for the checklist item.
- Date Completed: Indicates the completion date of the checklist item.
- Staff: The staff member assigned to monitor checklist items. (Source: Staff table; user-defined)
- Completion Code: Internal organizational code used to identify the status of the checklist item.
- Notes: Additional notes regarding the checklist item.
- Step Order: Determines the ranking order of the checklist item.
Set Default Checklist
The Set Default Checklist feature allows users to input an entire list of checklists related to a program in one step. Caution: Running this operation multiple times will result in duplicate records. Ensure that checklist groups and checklist items are entered in the master tables beforehand.
Steps to Set a Default Checklist:
- Click the Set Default Checklist button.
- Multi-select as many checklist groups as necessary.
- Enable the Import Non-Groups checkbox if you want to include checklist items that are not tagged to any group.
- Click the Import button.
Key Notes:
- Ensure that checklist groups and items are preconfigured in the master tables before running the default checklist operation.
- Running the Set Default Checklist operation multiple times will duplicate records.
Conclusion/Additional Resources:
This document outlines the key sections and fields within the Client Assignment Record, ensuring proper usage and understanding of the system. For further assistance, refer to related articles or contact support.