Checklists contain questions that must be completed before a transaction is completed by an end user in the SmartSolve solution. For example, when a Document Owner is getting ready to route a Document record for approval, they are first prompted to respond to some important questions prior to the approval being routed. For example: “Is this a new document revision? If so, have Revision Notes been added to reflect changes applied to the new Revision?”
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 and view objects. |
NOTE: See Rights Groups for more information on assigning rights groups to users.
See Also
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