Click Client administration > Clients. On the Clients list, select and open a client. Use the down arrow in the navigation panel to locate Checklists.
Checklists give us the ability to perform tasks in an ordered and regulated manner.
This tab applies to the following party types:
Clients (Company, Trust, Foundation, Fund, Partnership, Individual/Joint)
Master Institution
Navigating the list
The following tables provide descriptions for the controls in this list. Column positions and headers may have been changed by your system administrator. Columns may have been added to the list or removed. For more information on custom lists and views see How to manage lists and views.
Actions
|
Action |
Description |
|
Actions |
Opens a menu of available commands associated with a checklist. There may be several dimmed commands in the Actions menu. These commands can be made available by first selecting an item from the list. |
|
View |
Opens a menu to select or save a layout for the specific list being viewed. |
|
Export to excel |
Exports the current list being viewed into a new Excel document. |
|
Print preview |
Opens a Print preview window. |
|
|
Opens a dialogue box to select print options. |
|
Add checklist |
Opens a form allowing you to add a new checklist. |
|
Approve |
The Approve command will appear dimmed if an item is not first selected in the list. Approve will confirm the response of checklist items when changed. |
|
Delete |
The Delete command will appear dimmed if an item is not first selected in the list. Delete will remove the selected item from the database. |
|
Properties |
The Properties command will appear dimmed if an item is not first selected in the list. Properties will open a window containing the data from the item selected in the list. |
|
Refresh |
Each time you refresh data, you see the most recent version of the information in the database, including any changes that were just made to the data. |
Fields
|
Field |
Description |
|
Name |
The name of the checklist. |
|
Type |
The type assigned to the checklist. The options available in this pick list are users definable and can be set in the Settings module > Lists > Application configuration > Pick list choices > CheckListTypeCode. |
|
Status |
The current status of the checklist. |
|
Completed by |
The user who completed this checklist. |
|
Completed on |
The date the checklist was completed. |
|
Approval type |
The type of approval used for this checklist. |
|
Approved by |
The user who approved the checklist. |
|
Approved on |
The date the checklist was approved. |
|
Checklist ID |
The identification number of the checklist. |
|
Checklist template ID |
The identification number of the checklist template. |
|
Checklist type code |
The code or number assigned to the checklist type. |
|
Comment |
Comments made regarding the checklist. |
|
Created by |
The user who created this record. |
|
Created on |
The date this record was created. |
|
Modified by |
The last user to modify the details of this record. |
|
Modified on |
The date this record was last modified. |
|
Note |
Additional notes about the checklist item. |
|
Object ID |
The Primacy identification number for the object to which the checklist is attached. For example if this is a company client, this is the business party ID. |
|
Record ID |
The Primacy identification number for the record. |
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