Enter the checklist to review. Press F4 for a list of checklists.

Select one, or multiple status types for filtering. If you deselect all checkboxes, the system automatically reselects the New and In Progress boxes for the search.

• New – Use this option to search for all task and steps with a new status.

• In Progress – Use this option to search for all tasks and steps with an ‘in progress’ status.

• Final – Use this option to search for all completed tasks and steps.

Select a date filtering option.

• None – Select this option if you do not want to use a date filtering option.

• Due – Select this option to search for tasks and steps based on the due date.

• Assigned – Select this option to search for tasks and steps based on the assigned date.

If you select either Due or Assigned, specify a date range in the Beginning Date and Ending Date fields.

This field displays a brief summary of the task. You can override this field as necessary, up to 256 characters.

This checkbox displays whether the task is required or not. You can override this field as necessary.

This checkbox displays whether or not the system notifies task assignees when the task is ready. You can override this field as necessary.

This field displays the status of the task. You can override this field as necessary.

If you see these codes: 999997, 999998, or 999999, you should not use them. Instead, set up status codes for New, In Progress, and Final in WF Checklist Status Codes.

This field displays the task description. You can override this field as necessary, up to 2,000 characters.

This section displays the task type. You can override the selection as necessary. If you change the type to either Form or Report, the system enables the Form/Report Name field.

This field displays the form or report associated with this task. This field is accessible only when either ‘Form’ or ‘Report’ is the task type. You can override this field as necessary.

This field displays the user assigned to the task. You can override this field as necessary.

This field displays the assigned date for the task. You can override this field as necessary.

This field displays the due date for the task. You can override this field as necessary.

This field displays the user who completed the task. You can override this field as necessary or enter a user name if one does not exist.

This field displays the completion date for the task. You can override this field as necessary or enter a date if one does not exist.

This field displays the step number. The system does not allow overrides to this field. To change the step order, use the WF Checklist Maintenance form.

This field displays a brief summary of the step. You can override this field as necessary, up to 256 characters.

This checkbox displays whether the step is required or not. You can override this field as necessary.

This checkbox displays whether or not the system notifies step assignees when the step is ready. You can override this field as necessary.

This field displays the status of the step. You can override this field as necessary.

If you see these codes: 999997, 999998, or 999999, you should not use them. Instead, set up status codes for New, In Progress, and Final in WF Checklist Status Codes.

This field displays the step description. You can override this field as necessary, up to 2,000 characters.

This section displays the step type. You can override the selection as necessary.

• 0-Manual

• 1-Form

• 2-Report

If you change the type to either 1-Form or 2-Report, the system enables the Form/Report field.

This field displays the form or report associated with this step. This field is accessible only when the Step Type field is set to either 1-Form or 2-Report. You can override this field as necessary.

This field displays the user assigned to the step. You can override this field as necessary.

This field displays the due date for the step. You can override this field as necessary.

This field displays the user who completed the step. You can override this field as necessary or enter a user name if one does not exist.

This field displays the completion date for the step. You can override this field as necessary or enter a date if one does not exist.