A checklist is a list of user actions related to people management and recruitment, such as "Check References" and "Reimburse Expenses". Against each check item, users can record a status, date due, date achieved, and any notes. The checklists are for user reference only; they do not perform any actions.

Checklists can appear on tabs of template forms: on the Summary window, Maintenance window, or both. These tabs are configurable. You specify which check items are displayed, and which fields are available for entry. There is a limit of ten check items on a tab.

There is also a Checklist window, which you can include in task flows from other windows, such as the People window. The Checklist window is not configurable. On this window, users can select any checklist item that you have defined.

   To define checklist items and statuses:

1. Open the Application Utilities Lookups window.

2. Query the lookup CHECKLIST_ITEM.

3. Enter the code, meaning, and optionally a description for each checklist item you want to define.

4. Save your work.

5. Query the lookup CHECKLIST_STATUS.

6. Enter the code, meaning, and optionally a description for each checklist status you want to define.

7. Save your work.

   To define a checklist:

1. Open your template using the People Management Configurator.

   See: Editing a Template.

2. Expand Windows, expand the window on which you want to place the checklist, expand the Tab Pages node, and select the Checklist tab.

3. Enter properties for the Checklist tab, including the tab label.

   For a list of the properties you can change for a tab page, see People Management Configurator Options.

4. Expand Items and find Checklist 1 Item Code (Maintain) or Checklist 1 Item Code (Summary), depending which window is to include the checklist. If this item does not appear in the items list, you need to add it.

   See: Adding and Removing Fields on a Template.

5. Enter properties for this item.

   To provide a default check item in this field, enter the appropriate lookup meaning in the Default Value property. You must enter the meaning exactly as you typed it in the Application Utilities Lookups window. If you want to prevent users from selecting other check items in this field, set the Insert Allowed property to No.

6. Save your work.

7. To specify the fields that accompany this check item in the checklist, find the following items. If they do not appear under Items, you can add them. If they appear and you do not want them on your checklist, you can remove them.

   • Checklist 1 Status

   • Checklist 1 Date Due

   • Checklist 1 Date Done

   • Checklist 1 Notes

8. Repeat steps 4 to 7 to add up to ten checklist items to your template, using the items Checklist 2 Item Code through Checklist 10 Item Code.