Checklist

Allows users to record groups of checklist items or individual checklist items for an individual client. Checklists are used to track program requirements such as application, interview, completion, or similar data including due dates and completion dates.

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Navigation

Main Menu > Clients > Checklist

Applies To:    Enterprise    Plus   

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Field Details 

• Program Group: Identifies the Program Group of the client. (Program Group table) User-defined.

• Requirement: Checklist Requirement. (Checklist table)  Required field.  User-defined.

• Date Due: Due Date of Checklist Item.

• Date Completed: Completion Date of Checklist Item.

• Staff: Staff assigned to monitor Checklist items. (Staff table)  User-defined.

• Completion Code: Completion Code for Checklist Item. An internal organization code is used to identify the status of this Checklist item.

• Notes: Notes regarding the Checklist Item.

• Step Order: Ranking of Checklist Item order.

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Set Default Checklist

Allows users to enter an entire list of Checklists related to a program all in one step. If you run this operation more than once, records WILL be duplicated. Checklist Groups and Checklist items must be entered in the master tables first.  To operate the Set Default Checklist:

1. Click the Set Default Checklist button.

2. Multi-select as many Checklist Groups as necessary.

3. Check the Import Non-Groups checkbox if you also want to import Checklist items that are not tagged for any Checklist Group. 

4. Click the Import button.

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