Purpose
Create and configure checklists for your team to review and sign off for completion. Checklists can be used in a variety of different applications, for a variety of purposes. Checklists are located in modules across the system, and can be independently configured as needed.
Module Selection
Checklists are available in the following modules:
- Applicants
- Contacts / Leads
- Opportunities / Bids / Contracts
- Payroll
- Personnel
- Quotes / Jobs
- Rentals
- Reviews
- Tools
- Vehicles
- Work Tickets
Selected Checklist
Settings available within a newly created Checklist template.
Details
- Name: Title for the selected checklist.
- Stage: Enter a list of available stages. Users can select this from a drop down when using the checklist.
- Instructions: Additional notes or instructions.
- Allow Custom Signatures: Ability to enter custom signatures.
Signatures
- “+” icon: Add a new required signature line.
- Acknowledgement field: Text of purpose or other as defined by users.
- Signatory Role field: The role of the required signee.
Items
- “+” icon: Create a new checklist item.
- Order value: Modify the numbers to adjust the order of existing items.
- Description: Enter a description of the item.
- Category: Enter different drop down options that users can select.
- “trash” icon: Delete the checklist item.