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

• Checklist will be opened in edit mode if the current status is Draft

• 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)

• Add checklist item popup will be displayed

• Checklist item info:

  • Name: display name of this item

  • Descriptions: guidance for completing this item

• Sample of a checklist with 2 items

Complete a Checklist

• Click on Complete button at the bottom-left corner to validate and complete the checklist

• Completion can also be triggered on Checklist List for a specific checklist

Note: after a checklist is completed. You will not be able to update it.