Prerequisite

• Access to the My tasks menu.

Introduction

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

Since we demonstrated the association of the checklist with a revision route, this article will show its completion through a revision task.

Completing the 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 further details on adding attachments, refer to the Adding attachments and associating documents article.

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

In the end, you will have successfully completed the checklist to confirm that there is nothing missing in the execution of the desired step!