Checklist Core Configuration
To begin using the Checklist feature you must follow the steps below.
- Select
- For more information, see Create Employee Groups.
, and create an employee group with those you wish to have this
permission. - Select User Group for Checklist Administrator Permissions. and add the employee group to the portal setting
Give Access to Checklists: all users using this feature (including Admins) will need to have been given permission to Checklists on the User Access Page .
- If you are not familiar with this page, see User Access Fields.
Modifying your Checklist Page: the following portal settings allow you to modify your Checklist page for users and Admins (found in )
- Portal setting Hide Violation Count columns on Checklist
gird allows you to hide the columns Unresolved Violation
Count, Violation Count, and Total
Score.
- These columns will only populate scores if your Templates are using Numeric Response Types. The Total Score column id populated from the Safety Score (1 being bad, 3 being okay, and 5 being good).
- Portal setting Show the status for a checklist on the
checklist table allows you to see if a Checklist is Submitted,
Unsubmitted, or Finalized.
- If a Checklist Template is marked as Disable Submission the user will not be able to submit the checklist.