Prerequisite

• Access to the My tasks menu.

Introduction

After a checklist is configured and associated with a record in the system, it can be filled out during the execution of the task corresponding to the step for which it has been configured. 

Since we have demonstrated the association of a checklist with a revision route, this article will show how to fill it out through a revision task.

Filling out a checklist

1. Access the My tasks menu, find the Document component, and select the Document revision to-do task.

2. Select the task you wish to execute and click on .

3. On the left side of the screen, go to the Checklist tab.

4. It will display all questions added to the checklist items. To answer them, simply click on one of the available options: Yes, No, or N/A (Not applicable).

5. If you wish to complement the information, add supporting files in the Attachments section. For more details on how to add attachments, click here.

6. After answering all questions, click on Save and close the window. If you wish to use other resources that make up the revision task and execute it, refer to the Executing a revision article.

Conclusion

Thus, you will have successfully filled out the checklist to confirm that there is nothing missing in the execution of the desired step!