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How to link Checklists to a Record

Once you have set up your Checklists you must then link them to a specific record in the database (Client, Course Enrolment etc). This means that you must navigate to an individual record, find the Checklist section and follow the instructions. Here is a list of available records that have Checklists:

  • Learner (Client)
  • Course Enrolment
  • Unit Enrolment
  • Course
  • Course Offer
  • Unit
  • Unit Offer
  • Staff
  • Workplace
  • Agent
  • Opportunity
Before you begin

Required Knowledge:  Checklists

Required Pre-Steps: Checklists are setup

1

The steps to navigate to Checklists is different for each record type

  1. Open relevant Client Record
  2. On the Left Navigation Bar, click Client Checklists
  1. Open relevant Client Record
  2. For the relevant Course Enrolment
    • Select Action click Manage Checklists
      OR
    • Select relevant Course Enrolment and then on the Left Navigation Bar, select the Enrolment Checklists

Note: You can quickly add default Course Enrolment Checklists during the enrolment process by setting up Course Enrolment Template Checklists against a Course Offer

  1. Open relevant Client Record
  2. For the relevant Course Enrolment
    • Select Action and click Unit Enrolments
      OR
    • Select relevant Course Enrolment and then on the Left Navigation Bar, select the Unit Enrolments
  3. For the relevant Unit Enrolment select Action and click Checklists

Note: You can add Unit Enrolment Template Checklists against the Unit Offer so that Checklists can be auto added during the enrolment process.

Note: You can quickly add default Unit Enrolment Checklists during the enrolment process by setting up Unit Enrolment Template Checklists against a Unit Offer

  1. Navigate to appropriate section and open relevant Record
    1. Course Offer, Workplace etc
  2. On the Left Navigation Bar, find and click Checklists

2

  1. Once in the correct Checklist section you can proceed
  2. Click on Add / Remove Checklist Items
  3. The list of Available Checklist Items will appear, tick the checkbox for the relevant Checklist Items
  4. In the Action Menu at the bottom of the page, Select Confirm Checklist Item Selection
  5. You will be prompted to Set Defaults. Would you like to set defaults?
    • Yes: Tick the fields that you wish to populate and enter the relevant data, then click Save Changes
      • You can always changes these values individually or in bulk later
    • No: Just click Save Changes

You will now be taken to the Record > Checklist page with selected Checklists.

3

Update Checklist Values

The following checklist fields can be updated as required:

  • Date Due
  • Date Complete
  • Staff
  • Amount
  • Completed?
  • Tax Exempt?
  • Comments

Once in the correct Checklist section you can proceed (see above for navigation)

  1. You should see linked Checklist Items
  2. Tick the checkbox for each Checklist Item you wish to update
  3. In the Action Menu, select either:
    • Edit Checklist Items if you will be entering different data into each Checklist Item, or
    • Bulk Edit Checklist Items if you will entering the same data into each Checklist Item
  4. Enter the relevant data into the fields as applicable
    • If you selected the bulk option, you must tick the fields you wish to update first
  5. Click Update

4

Simplify the process

For Course Enrolment and Unit Enrolment Checklists you can Bulk Add, Remove and Update Checklists.

How to Bulk Add, Remove and Update Checklists

You can quickly add default Enrolment Checklists during the enrolment process by setting up Enrolment Checklist Templates against a Course Offer or Unit Offer.

How to Set Up Course Enrolment Checklist Templates

Next Step

Select the appropriate journey you are on

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