Participating in a Checklist

When you have been assigned to complete a checklist or are assigned a checklist for information only, Document automatically sends you a notification after the checklist is issued. The checklist also shows in the Checklist register.

Participate in a checklist

Summary: Complete a checklist that has been assigned to you.

Considerations: This procedure describes how to access a checklist from the Checklist register. You can also access the checklist by clicking the link in the notification and then start with step 2. If your name shows in the For Info section, you can view the checklist, but you cannot complete responses.

  1. From the Checklist register, click the link in the Checklist No column for the checklist that needs an action completed.

  1. Complete the items as required in each section. The items can have different associated response types such as free text, checkbox, dates etc.

    Some sections let multiple users complete the information. These sections, called dynamic sections, show a Copy icon in the section's heading. If a section has been already completed by another user, you can click the Copy icon to create a new section for you to complete.

  2. Click Complete to notify the system that you have completed the relevant sections and move the checklist onto the Verifier.

Click Save to save progress on the checklist. It can then be edited later as required.