How to create Checklist Template?

· Setup and Maintenance

· Manage Checklist Template

· Click on Create

· Under General Tab

· Name = Pre-Joining Kits

· Optionally, Description

· Select Country = All Countries

· Category = On-Boarding

· Action Name = Transfer

· Allocation Criteria = Checklist manually allocated or record created approved

· Days for Initiation

· Completion Criteria = All mandatory tasks completed

· Days for Completion

· Status = Active

· Date From = 01-01-1951

· Optionally, Date To

· Optionally, Eligibility Profile

· Click on Save

· Under Tasks Tab

· Click on Add Task

· Under Details Tab

· Name = Induction Process

· Required = Yes

· Target Duration = 2 Days

· Delay Duration = 1 Days

· Performer = Area of Responsibility

· Responsibility Type = Recruiting

· Owner = Area of responsibility

· Owner Responsibility Type = Recruiting

· Action Type = External URL

· Action URL = any URL

· Attachment = Yes

· Comments = Yes

Under the Notification and Reminders Tab in the checklist template

· Enable Reminder = Yes

· Remind Every = 1, Days and repeat = 1,

· Under Notes Tab

· Enter some notes

· Click on save and close

I hope this blog post was helpful for you. If you have any questions or feedback, please leave a comment below.

Posted by : Mohammad