Checklist Configuration Troubleshooting

Got an error?

Here are the most common issues SAM Admins will encounter while configuring checklists. 

Checklist Section Table Mismatch

After adding a new checklist item, sometimes SAM will display a bold warning to SAM Admins. 

Each Checklist section is based on a table. This could be the case, home study, adoption, etc. The table is set when the first checklist item is added to that section. This warning means that a checklist item recently added is NOT on the same table. 

You have two options: 

1. Remove the field from that section. 

You can select to move the field to another section based on the table the checklist item is, OR create a new checklist item from the table the checklist section is. 

2. Leave it as is and disable the warning. 

There may be times where having table mismatch makes sense, though generally, SAM is giving you a warning this may not be the optimal setup. 

Examples when this scenario may be recommended are: 

• Wrap-up field on the case table for home study related requirements
• Case table documents on home study checklist sections because you'll only need those documents once per case and like the document in the same section as documents you'll need per home study.

There are certainly other situations. Let us know if you need support!