Create a checklist template

Use a checklist template to group commonly used items for reuse.

For example, group Name, Address, Telephone Number and Email ID into a PersonalDetails checklist template and use the template to create employee records, customer details, or patient records.

  1. On the Home tab, click Data > Checklist Template.

    The Checklist Template page appears.

  2. Select a Category for the checklist template.
  3. Enter a Name for the new item.
  4. Enter the Display Name for the new item, for example, Scan Document.
  5. Enter an optional Description for the new item.
  6. Consume the checklist items to associate with the template in the Checklist Items box.

    Note Use the up and down arrows to set the order of checklist items in a template.

  7. Configure possible responses for each checklist item and define the columns to display, enter a name (Response) and description for each response and then click Add Add.
    Note At runtime each possible response appears in a separate column next to the checklist item.
    Example In this example, the Customer Details and Employee Details templates have the following common checklist items: NAME, ADDRESS, PHONE, and EMAIL.
    • For the Employee Details template, if you create one column, for example, Complete, one option appears for each checklist item in the template at runtime.


      Checklist template with one column

    • For the Customer Details template, if you create two columns, for example, Yes and No, two options appear for each checklist item in the template at runtime.


      Checklist template with two columns

  8. Specify which responses to record in the Process Intelligence (PI) database. Recording responses helps determine patterns. In the Checklist Responses group:
    1. Click Yes for Record to PI .
    2. On the Response to record list, select the response to monitor.

      A list of predefined responses appears.

    3. Select the responses to record.
  9. Click Save.