Checklists

Checklists contain questions that must be completed before a transaction is completed by an end user in the SmartSolve solution.

Each checklist includes a Question tab where questions for an end user can be entered along with valid responses which can be selected by the end user to answer the questions being asked. The checklist is considered complete once all questions in the checklist have been responded to by the end user; then, the SmartSolve transaction can be carried out.

User Rights

The following rights must be assigned to a user for that user to manage or view checklists:

Rights Description

CHK_MANAGE

Allows the administrator to add new objects, modify existing objects, or delete objects.

CHK_VIEW

Allows the user to access, view and select Checklist records.

NOTE: See Rights Groups for more information on assigning rights groups to users.

See Also

Creating Checklists

Investigation Setup

     

 

 
Wednesday, December 4, 2019
11:58 AM