Checklist Core Configuration
To begin using the Checklist feature you must follow the steps below.
Configure your Checklist
Admin: the checklist Admin is the user who will be able to create
Checklist templates for other users to fill out.
Note: Only a Checklist Admin can
Finalize a Checklist.
- Select , and create an employee group with those you wish to have this
permission.
- For more information, see Create Employee Groups.
- Select and add the employee group to the portal setting User Group for Checklist Administrator Permissions.
Give Access to Checklists: all users using this feature (including Admins) will need to have been given permission to Checklists on the User Access Page ().
- If you are not familiar with this page, see User Access Fields.
Modifying your Checklist Page: the following portal settings allow you to modify your Checklist page for users and admins (found in )
- Portal setting Hide
Violation Count columns on Checklist grid allows you to hide the
columns Unresolved Violation
Count, Violation
Count, and Total
Score.
- These columns will only populate scores if your Templates are using Numeric Response Types. The Total Score column id populated from the Safety Score (1 being bad, 3 being okay, and 5 being good).
- Portal setting Show the
status for a checklist on the checklist table allows you to see if a
Checklist is Submitted, Unsubmitted,
or Finalized.
- If a Checklist Template is marked as Disable Submission the user will not be able to submit the checklist.
- Portal setting Enable Notes header column in Checklists and Action Items allows you to make a Notes column visible on the Checklists grid. For notes to display in this column, you must set up the Checklist Template with the header value of Notes, with this exact spelling and capitalization. For more information, see Manage Checklist Templates.
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If the portal setting Company number to use for company logo is enabled, the logo will be added to the upper right corner of the checklist. Images added to the header text will not show up in the print version but can be added if the SSRS report is customized for that checklist template. (Setting location: .)
