Creating a checklist
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Prerequisite
- Access to the Configuration > Checklist menu.
Introduction
This article will teach you how to create a checklist in the system.
The checklist creation menu can always be found in the configuration tab of the components.
Creating a checklist
1. Access the Configuration > Checklist menu.
2. Click on the arrow next to the 
button.
3. Enter the ID # and name of the record.
4. Click on the 
button.
5. After saving, the other configurations will be enabled.
Adding items to the checklist
After the record is saved for the first time, one of the tabs that will become available is "Checklist items". It is meant for assembling the structure of questions that will be used as verification criteria.
For further details on this tab and how to configure it, watch this video:
Additional information
Learn how to configure the checklist security by clicking here.
The Component tab displays all the components in the system that use the checklist being edited.
Another way to insert a checklist is by using one already created in another component. To learn how to perform this operation, refer to the Using a checklist in different components article.
Conclusion
With the record ready, it is possible to associate the checklist with other records in the system.