Recurring Checklists

Report Parameters

Field

Description

Report Name

The name of the report.

CheckLists

Select the preferred user from the drop-down list. The user records created in the New User (Settings User Setup Users) screen are displayed as options in the drop-down list. Users can select multiple or all the available users from the list to be displayed in the report generated.

The completion status of the checklists that are mapped to the selected users are displayed in the report.

Sample Report

Table

Description automatically generated

Report Fields

Field

Description

Code

The unique code or name of the checklist created in the Checklist Code (Settings Setup General Checklist Codes) screen.

Order

The order in which the checklist tasks that are mapped to the selected users are displayed in the report. 

Checklist Task Description

The task description entered for the checklist in the Create Checklist Task (Settings Setup General Checklist Details Create Checklist Task) screen.

Completed

The completion status of the tasks in the checklist.