Used as the tasks or requirements in Client Checklists.
Navigation
Main Menu > Selects > A-D > Checklists
Applies To: Enterprise
Field Details
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Groups: Group list is user-defined. (see below)
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Requirement: Checklist requirement name. Required field.
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Checklist Type: Type of checklist. This list is not user-defined.
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AutoOption: Include this requirement in the [bulk add] function in Client Checklists.
Checklist Groups
Used to segment Checklist records.
Field Details
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Checklist Group: Name of the group. Required Field.