How to find and add a checklist to an order
- Open the order from the order overview and click on Checklists
- Select the checklist you need to fill in from the list
- If no checklists are displayed in the list, there are no default checklists associated with the order type. Press the blue plus icon in the upper right corner to find the desired checklist in the checklist archive.
How to fill in the checklist
Once you have selected a checklist from the list, the checklist itself will open for completion. Fill in by clicking on the circles next to each item. They will change color when you click on them.
Green = Yes
Red = No
No color: Not finished
The yellow warning triangle indicates that a decision must be made before the checklist and order can be completed.
- Some items require you to provide additional text.
When you click on such an item, a dialogue box will open. The additional text is written in the text line as shown below. Click OK when done.
TIP! If you use the Dictionary function, the text can be filled in more quickly.
When the checklist is completed, it is displayed with a green checkmark in the checklist overview of the order