Introduction
Update and complete the checklist before sending to customers
Prerequisites
Update Checklist permission is required to do this action
Update Checklist
Click on the edit button or on the checklist name to open selected checklist
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Checklist will be opened in edit mode if the current status is Draft
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Checklist general information
Organization: organization that handling this checklist (tenant, child organizations)
Name: checklist name
Status: default as Draft during checklist creation
Deadline: the final date that the target group members need to complete the checklist
Target group: select applicable target group from list of created Target Groups
Product: define that this checklist will send to group members who are having an Active policy of the specified Product
Example: Car Insurance is selected. System will only send the checklist to group members who are having an active Car Insurance policy
Email template: template used for sending this checklist (Document Template)
Descriptions: free text descriptions to describe purposes and notes for this checklist
Note: Don’t forget to click Save button on your bottom-left corner to record all your changes (including checklist items)
Compose Checklist Items
Create a checklist item by click on Create button in Checklist Items section (righthand side)
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Add checklist item popup will be displayed
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Checklist item info:
Name: display name of this item
Descriptions: guidance for completing this item
Sample of a checklist with 2 items
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Complete a Checklist
Click on Complete button at the bottom-left corner to validate and complete the checklist
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Completion can also be triggered on Checklist List for a specific checklist
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Note: after a checklist is completed. You will not be able to update it.