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  • Action: a list of actions can be taken for this checklist. Number of actions is depend on the current status of the checklist.

    • Checklist actions according to status:

      • Draft: Edit, Complete, Delete, Clone

      • Completed: Clone, Sent

      • Sent: Clone

    • Action:

      • Edit: open checklist in edit mode

      • Complete: check validation and confirm the checklist is completed

      • Sent: trigger system to send checklists to all applicable members in the target group

      • Delete: remove the checklist

      • Clone: create a new checklist with the same data from the selected checklist

Search & Filter

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This provides more search criteria for the Checklist entity:

  • Name

  • Target Group

  • Status

  • Product

If multiple search criteria are selected/input, the system will combine all the criteria and search for the checklists that have corresponding attributes matching/containing the search values.

More info in https://contemi.atlassian.net/l/c/t6Dm0NAd.