Video - InEight Document Enhanced - Complete Checklists

TRANSCRIPT

Welcome to InEight Document.

This video demonstrates how to participate in and complete checklists.

When a checklist is issued, notifications are sent to the contacts listed in the for action and for information sections.

To action the checklist, from the notification Select the checklist number and log in.

Or within the system, click here.

Select the checklist module and choose the checklist number.

For action recipients need to fill in one or more sections of the checklist. For information recipients, can view the checklist as it is being worked on. Fields that are grayed out cannot be edited and depopulated once the checklist is issued.

Complete items within each section as required.

There may be a range of different response types, such as free text, dates, check boxes, or the option to upload attachments such as image files.

Items marked with an asterisk are mandatory.

Update all necessary fields.

Then click the complete button.

Once all for action participants have completed their sections, the checklist will be sent to the verifier for review.

Once the checklist has been completed, all participants will be sent a notification.

If the verifier passes the checklist, then it's marked as verified on the project.

Well, That's how to participate in and complete checklists.

Thanks for watching.