Checklists can be added to all record types to collect additional data unique to your Training Organisation’s requirements. This information can be used to track progress or to display required content in custom reports i.e. Letter of Offer and Training Plan.
Checklists must first be added before they can be linked to records.
Discover how Checklists can be used within each record type relevant to your needs.
Set Up Checklist Items
Staff with an Admin security level can create, edit or delete Checklist Items. While staff with a User security level can Link Checklists to a Record.
Link Checklists to a Record
After you have set up your Checklist items you need to link them to a Record.