Checklists
Your agency's workflow - digitized! Guides on checklist configuration and use.
Use & My Tasks
- Checklists Overview
- Using Checklists
- Checklists & User Permissions
- Manually Add Tasks to a Checklist
- User-uploaded Documents on Checklists
- Managing Incomplete Checklist Items for Closed Cases
Configuration
- Checklist Configuration
- Modifying Checklist Configuration
- Multi-Record Checklist Sections
- Adding Tables to Checklist Configuration
- Checklist Reports
- PAR Dates on Checklists