Help on Checklist

Help on checklist

This page allows you to search and retrieve the details of a checklist.

You can carry out the search using the Checklist #, Checklist Description, Checklist Status, Checklist Type, Checklist Category, Checklist reference number and approval dates.

The system retrieves all the questions associated with the Checklist # based on the search criteria entered. On confirmation, the selected Checklist number is transferred to the required page.

Click the lens icon positioned next to the “Checklist #” field in the “Maintain Check List” activity of the “Quality Audit” business component.

The “Help On Checklist” page appears.

Enter the following fields in the “Search Criteria” group box to search for a Checklist #. Data entry in the following fields is optional:

Checklist #	A unique code identifying the checklist used for auditing
Checklist Description	A textual description of the checklist.
Checklist Status	Use the drop-down list box to select the status of the checklist. The system lists the following options: Fresh – Indicates that the checklist is newly created. Active – Indicates that the checklist has all mandatory details and at least one questionaire in the multiline. Inactive – Indicates that the checklist will not be accessed while auditing.
Checklist Type	Use the drop-down list box to select the type of checklist. The system lists all the active and valid codes as defined for the quick code type “Checklist Type” in the “Maintain Quick Codes” activity of the current business component
Checklist Category	Use the drop-down list box to select the category to which the checklist belongs. The system lists all the active codes as defined for the quick code type “Checklist Type” in the “Maintain Quick Codes” activity of the current business component.
Checklist Ref. #	The number identifying the document associated with the checklist.
Approved By	The code identifying the employee by whom the checklist was approved. Data entry in this field is mandatory if the “Checklist Status” is set as “Active”.
Approved Ref. / Rev #	The approval reference number. Data entry in this field is mandatory if the “Checklist Status” is set as “Active”.
	In the editable box alongside, enter the code identifying the revision. Data entry in this field is mandatory if the “Checklist Status” is set as “Active”.
Approved Date From / To:	The starting date in the range checklist approved dates from which you wish to retrieve checklist details in the multiline.
	The ending date in the range of checklist approved dates upto which you wish to retrieve checklist details in the multiline.

The system displays the following in the multiline:

Checklist #	A unique code identifying the checklist used for auditing
Checklist Description	A textual description of the checklist. Mandatory.
Checklist Type	The type of the checklist.
Checklist Category	The category to which the checklist belongs.
Checklist Status	The status of the checklist which could be Fresh, active or inactive.
Checklist Ref.	The employee number to whom the task was assigned.
Approved By	In the editable box alongside, enter the name of the employee to whom the task was assigned.
Approval Ref.	The approval reference number.
Approval Rev. #	The number identifying the revision.

Select the “Ok” pushbutton to retrieve the Checklist #.