Checklists and Checklist Groups

Used as the tasks or requirements in Client Checklists.

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Navigation

Main Menu > Selects > A-D > Checklists

Applies To:    Enterprise

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Field Details 

• Groups: Group list is user-defined. (see below)

• Requirement: Checklist requirement name. Required field.

• Checklist Type: Type of checklist. This list is not user-defined.

• AutoOption: Include this requirement in the [bulk add] function in Client Checklists.

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Checklist Groups

Used to segment Checklist records.

 

Field Details 

• Checklist Group: Name of the group. Required Field.

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