The “Checklist” tab allows you to create and edit checklist items, which are then automatically added to the section that’s selected for that item. These items must be marked as completed before the selected item can be added to an order. Once marked completed the restriction will be lifted, and the checklist item will display who marked it as completed and when. In the below example, “Standard Paperwork” will be automatically added to any newly created employee.
Detail
To add a Checklist item:
Navigate to the checklist tab
Click Insert
Select items from the Section and Item drop down fields
Type in any other optional fields
Click Save
Add Comment