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Recurring Activities Checklist

To access Checklist select Administration>Selections on the Menu Bar. The scheduler in Recurring Activities will assign checklists.

Another new feature is the ability to make an Incident Type Active or Inactive.

Add / Edit Checklist​

The user navigates to Administration>Manage Selections.

Note

This function can only be performed by permissions associated to an Administration token.

  1. In the left pane under Recurring Activities select Checklist
  2. Click Add Selection.
  3. A new entry will be added to the list called "New Selection"
  4. Click on New Selection . A grid will be displayed.
  5. Click Edit - to change the Display Value.
  6. The user can add a description of the incident type.
  7. Click the update button to save. The Selection will be updated with the new value in the list.
  8. The check box above the grid will set the new selection to Active when checked. If the box is unchecked, the selection is set as Inactive. When the new Item is added, it will be displayed in the tree view to the left of the grid. Selections are not added alphabetically- the user can drag and drop Selections to change the order.

Selections cannot be deleted. Instead the user can make a Selection inactive by following step 8 above.

Recurring Activities Library​

Selections has a Recurring Activities library to add checklists and categories.