Checklist

Introduction

Checklists are maintained under the System Wide section under Setup.   Checklists are quality related questions that must be completed before a transaction is completed by an end user in the SmartSolve© solution. For example, a Document Owner is getting ready to route a Document record for approval and they are first prompted to respond on some important questions prior to notifying the approvers: “Is this a new document revision? If so, have Revision Notes been added to reflect changes applied to the new Revision?”

Checklist provides a Question tab folder where questions for the for an end user can be entered along with valid responses which can be selected by the end user to answer the questions being asked. The checklist is considered complete once all questions in the Checklist have been responded to by the end user; then, the SmartSolve© transaction can be carried out.

Checklists could be used in any of the following SmartSolve© solutions:

Cause could be used in any of the following SmartSolve© solutions:

User Rights

The following rights must be assigned to a user to manage or view Checklists:

Please see Rights Groups to assign Rights Groups to users.

Global vs. Local

·         Global Checklists will be inherited by all Local Organizations. 

·         Local Checklists will only be viewed and used within that Local Organization.

How to Create Checklists

1.     From the SmartSolve© tabs select Admin > Setup. Select Checklist from System Wide.

The Checklist list displays.

2.     Select Action > Add from the main menu (or right click).

3.     Enter Code, Name, and Description of Checklist.

4.     Click the Save button.

The Checklist Detail is now displayed.

How to Add Checklist Questions

1.     From the Checklist, select the Question tab then right click the mouse and select Add.

2.     Enter Question No. and Question and select the Question Response Set.

Please see Question Response Set to configure additional Question Response.

3.     Click the Save button.

The new Checklist Question has now been added to the Checklist list.

Please see Task Types to see how to attach Checklists to Tasks in SmartCAPATM and SmartComplaintsTM

Please see Issue Review Type to see how to attach Checklists to Reviews in SmartCAPATM and SmartComplaintsTM

Please see Document Review Type to see how to attach Checklists to Documents in SmartDocTM

Please see Document Requirement Setup to see how to attach Checklists to Document Requirements in SmartTrainTM

Please see Course Requirement Setup to see how to attach Checklists to Course and Document Requirements in SmartTrainTM

Please see Forms Designer if you wish to modify existing Checklist field controls or add additional field controls

Managing Checklist Data

Checklists can be Edited and Deleted These options are in the Checklist object and can be managed by an administrator.

How to Edit Checklists

1.     From the SmartSolve© tabs select Admin > Setup. Select Checklist from System Wide.

The Checklist list displays.

2.     Select the   icon to switch to Local view (if applicable).

3.     Select the check box of the Checklist to edit, then select Action > Edit from the main menu (or right click).

4.     Edit any information for your Checklist.

5.     Click the Save button.

All changes should now be reflected in the Checklist.

How to Delete Checklists

Checklists can only be deleted from SmartSolve© if the Checklist is not currently attached to any SmartSolve© records.

1.     From the SmartSolve© tabs select Admin > Setup. Select Checklist from System Wide.

The Checklist list displays.

2.     Select the   icon to switch to Local view (if applicable).

3.     Select the check box of the Checklist to delete, then select Action > Delete from the main menu (or right click).

4.     Click the Save button.

The Checklist has now been removed from the system.

Disposition Type

Disposition Type is used in SmartCAPATM and SmartComplaintsTM only.  Please see Disposition Type.