This article will go over creating the checklist for your packet.
To get started, click Actions -> Manage Checklist in the top right of your screen.
Next we begin to enter the items that will go inside the packet. There are three options for the items to be added.
Attachment - Allows staff to upload a completed document that is managed outside of Brittco. This document was likely filled out by hand or within Microsoft Word.
Brittco Form - A form created within Brittco using the Custom Forms module. Going this route allows to modify the form directly in Brittco, keep track of changes, capture digital signatures, and track progress.
Handout - Allows staff to add a brochure, pamphlet or any document that should be the same for each packet that it's in.
Task - Allows staff to simply mark tasks complete so that tasks don't fall through the cracks.
All of these items have additional options for advanced configuration:
Required: When publishing a packet, a warning will appear listing any "required" items that have not yet been completed.
Allow Multiple: Users can add multiple of that item to a single packet.
Only Display for Specific Waiver(s): When choosing one or more options, this item will only display when the individual has that particular waiver.
Only Display for Specific Packet Type(s): When choosing one or more options, this item will only display when the packet is for that particular packet type.
When: Set a due date for an item relative to the span date of the packet.
Once you've added items to your checklist, you have the ability to edit and change the order of each the items. After hitting 'Save', changes will take effect instantly.
Once you have your checklist created, you can start working on your first packet!