Creating Checklists

1. From the SmartSolve Portal Page, click the Home tab.
2. In the Setup and Policy section, click Setup.
3. In the System Wide section, click Checklist.
   Result: The Checklist list window is displayed.
4. Click Action > Add.
   Result: The Checklist entry window is displayed.
5. Enter the code for and name of the new checklist.
6. Enter a description of the checklist.
   
7. Click the Save button.
   Result: The new checklist has been added and the Detail of the checklist is displayed.
8. Click the Question tab to define the questions for the checklist.
9. Click Action > Add.
10. Enter the information in the following fields:

Field	Description
Question No.*	Enter the number of the question.
Question*	Enter the question.
Question Response Set*	Click the drop down button and select the response set required for the question, such as Yes, No or Pass, Fail. For additional information on configuration, see Question Response Sets.
Add Another	Enable this checkbox to create another question when this question is saved.

11. Click the Save button.
    Result: The new question has been added and is displayed in the Question tab of the Checklist Record.

NOTE: Steps 9-11 must be repeated for all questions to be added to the checklist, unless the Add Another checkbox is enabled.

See Also

Checklists

Document Setup