Management Checklist Tab

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.

Open

Detail

To add a Checklist item:

1. Navigate to the checklist tab

2. Click Insert

3. Select items from the Section and Item drop down fields

4. Type in any other optional fields

5. Click Save