icon
to switch to Local view (if applicable).
Checklists are maintained under the System Wide section under Setup. Checklists are quality related questions that must be completed before a transaction is completed by an end user in the SmartSolve© solution. For example, a Document Owner is getting ready to route a Document record for approval and they are first prompted to respond on some important questions prior to notifying the approvers: “Is this a new document revision? If so, have Revision Notes been added to reflect changes applied to the new Revision?”
Checklist provides a Question tab folder where questions for the for an end user can be entered along with valid responses which can be selected by the end user to answer the questions being asked. The checklist is considered complete once all questions in the Checklist have been responded to by the end user; then, the SmartSolve© transaction can be carried out.
Checklists could be used in any of the following SmartSolve© solutions:
Cause could be used in any of the following SmartSolve© solutions:
SmartSolve© Solution |
Client Function |
SmartAuditTM |
Only configure this object if you using the following functionality in SmartAuditTM:
|
SmartCAPATM |
Only configure this object if you using the following functionality in SmartCAPATM:
|
SmartComplaintsTM |
Only configure this object if you using the following functionality in SmartComplaintsTM:
|
The following rights must be assigned to a user to manage or view Checklists:
Rights |
Description |
CHK_MANAGE |
Allows administrator to add new object, modify existing object, or delete object.
|
CHK_VIEW |
Allows user to access object to view and select.
|
See Rights Groups to assign Rights Groups to users.
· Global Checklists will be inherited by all Local Organizations.
· Local Checklists will only be viewed and used within that Local Organization.
1. From the Portal Page, click Smart Solutions tab > Admin and Report > Setup. Under System Wide, select Checklist.
The Checklist list displays.
2. Select Action > Add from the main menu.
3. Enter Code, Name, and Description of Checklist.
4. Click the Save button.
The Checklist Detail is now displayed.
1. From the Checklist, select the Question tab then click Action > Add.
2. Enter Question No. and Question and select the Question Response Set.
Please see Question Response Set to configure additional Question Response.
3. Click the Save button.
The new Checklist Question has now been added to the Checklist list.
See Task Types to see how to attach Checklists to Tasks in SmartCAPATM and SmartComplaintsTM
See Issue Review Type to see how to attach Checklists to Reviews in SmartCAPATM and SmartComplaintsTM
Checklists can be Edited and Deleted These options are in the Checklist object and can be managed by an administrator.
1. From the Portal Page, click Smart Solutions tab > Admin and Report > Setup. Under System Wide, select Checklist.
The Checklist list displays.
2. Select
the icon
to switch to Local view (if applicable).
3. Select the check box of the Checklist to edit, then select Action > Edit from the main menu.
4. Edit any information for your Checklist.
5. Click the Save button.
All changes are now reflected in the Checklist.
Checklists can only be deleted from SmartSolve© if the Checklist is not currently attached to any SmartSolve© records.
1. From the Portal Page, click Smart Solutions tab > Admin and Report > Setup. Under System Wide, select Checklist.
The Checklist list displays.
2. Select
the icon
to switch to Local view (if applicable).
3. Select the check box of the Checklist to delete, then select Action > Delete from the main menu.
4. Click the Save button.
The Checklist has now been removed from the system.
Disposition Type is used in SmartCAPATM and SmartComplaintsTM only. See Disposition Type.