An Intro to Checklists

Checklists allow the workflow for your programs to be broken down into manageable chunks and assigned to Responsible Workers. Some checklist items can be presented to your clients to fulfill, such as uploading documents or completing forms online.

My Tasks

Responsible Workers are notified of their upcoming tasks at login on the Home Page.

Definitions

Checklist Items are the tasks workers and clients are working to complete. These are date fields that can link to Due Dates and Documents. These date fields can also be used on other forms, reports, Auto Actions and Templates. 

Checklist Sections divide checklist items into categorized and manageable groups. 

Checklist Configuration are the settings for how the checklist is organized. 

Public Checklists 

Checklists can be shared with your families and other clients via public forms. They will see the specific items assigned to the client to complete and upload documents or other online forms, such as applications or post-adoption reports.

My Checklists Are Blank

SAM does not come with any checklists built in by default. This is because everyone's workflow is different and each SAM client runs different programs.

Where Do I Start?

You'll need a solid understanding of a program's workflow to create a checklist that benefits your team and clients. If you are a program lead - great! If not, you may want to meet with the team who runs the program to map out their workflow.

We have several blog posts on process mapping that can help you:

• Process Mapping For Social Workers
• Jump into process mapping with a Swimlane
• Process Mapping with Sticky Notes

Once you understand a program's process, you can begin creating checklist items.