Checklist (form) – Primacy customer support

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.

Tasks that use this form

How to add a checklist.

Navigating the form

The following tables provide descriptions for the fields on this form.

Actions

Action	Description
New	Creates a new record.
Save	Saves current record.
Save and new	Saves current record and resets the form to prepare a new record.
Save and close	Saves current record and closes the form.
Close	Closes the list or form being viewed.
Print	Opens a dialogue box to select print options.
Approve	Approves the checklist.

Fields

Field	Description
Business party	This field will be pre-filled with the name of the business party when in the business party's properties.
Checklist	Select from the list of checklist templates.
Approval type	The type of approval used for this checklist.
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.
Checklist status	The current status of the checklist.
Comment	Comments made regarding the checklist.
Completed by	The user who completed this checklist.
Completed on	The date the checklist was completed.
Approved by	The user who approved the checklist.
Approved on	The date the checklist was approved.
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.
Record ID	The Primacy identification number for the record.