Introduction

Create a checklist and compose tasks list and description to guide customer to complete those tasks

Prerequisites

Create Checklist permission is required to do this action

Create Checklist

• Click con the Create button on checklists list

• Open

  

  Create checklist popup will be display

Open

• Create Checklist info:

  • 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