This article will go over turning on Checklists for your agency.
** This is being used exclusively for agencies currently in the Onboarding Cycle. If you wish to have this turned on for your database, please email firstname.lastname@example.org and we can turn this on for you.**
In the Setup screen, Company Information tab, you will see a new dropdown called 'Checklists'. You will be able to select different checklists for setting up different parts of the software. Please note, these checklists don't reset and will appear once.
You can select which checklists you want to see and can always turn them off and back on if you need a refresher on a specific topic.
You can only see one checklist at a time! Once you complete one checklist, then the next checklist will show on the Setup screen. The majority of the checklists will only appear in the Setup screen.
The checklists are reminders for everything that needs to be completed for the specific topic. We understand it's easy to forget everything needed to setup a component in the software so these checklists are a great way to track your progress!
Here's an example of a checklist for setting up an HPC location. It will automate when you have completed the task on the list and show you the different steps to setting up an HPC location in its entirety.