Video - InEight Document Enhanced - Create and Issue Checklists

TRANSCRIPT

Welcome to InEight Document.

This video demonstrates how to create an issue checklist.

To create a new checklist type, click here and select the checklist module.

Then click actions and select manage checklist types.

The current list of checklist types is displayed.

Click here to create a new type.

First, enter the checklist ID title, and select the checklist category from here.

Next, drag and drop the various question types into sections to build your checklist.

You'll find a detailed list of all question types at learn dot innate dot com.

Any number of sections can be added. As long as each section contains at least one question type.

For each added question, ensure the question text or section label have been completed.

Detailed instructions can also be added to the supporting text area to guide the checklist user.

Identify questions as mandatory by clicking the required field.

Save the checklist as a draft so it can be previewed using the print or receiver preview options here.

Once complete, click here to publish it to the project.

To edit a published checklist, click here.

Just note that any updates will only apply to new checklists that are issued. And not to any existing versions of the checklist that have already been issued.

You can tell when a checklist has been updated As the version number and published date will also be updated here. Once a checklist has been published, it can be issued.

To issue a checklist, click here and select it.

Fill in the details of recipients who need to action the checklist.

Or simply be notified.

Then complete the subject and when the checklist is due.

Enter the checklist verifier here.

Note that the list of possible verifiers can be restricted When the checklist is first created.

You can link mail, documents, transmitters or forms to the checklist here.

Finally, to issue the checklist, click here.

Checklist recipients will be notified that a new checklist has been issued.

Well, that's how to create and issue checklists.

Thanks for watching.