The Checklist tab allows you to create a list of items or tasks that will be performed within the scope of the permit. To add a checklist item, complete the following steps:
Right click in the grid and select Add Record. The following window will appear:
Enter a description of the item or task in the Checklist field.
Record the date the checklist item is scheduled for work and the date the work was performed in the fields provided.
Select a status for the item from the user-defined pick list. Sample statuses could include Completed, Under Review, In-Progress, etc.
Record additional information as needed in the five User fields.
Save and close the record.
Note: You can rearrange the checklist items in the grid once more than one record has been added. This allows you to define a sequence for the completion of the tasks. Highlight a record in the grid and use the buttons in the lower-left corner of the screen to change the order.
buttons in the lower-left corner of the screen to change the order.