đź’ˇ Share your Ideas!
ADD A NEW IDEA

FILTER BY CATEGORY

Checklist

Showing 12 of 468

Ability to delete multiple line items from a Case checklist

Not all checklist items are relevant to each case. The ability to delete multiple line items at one time would be very helpful!
Guest 5 months ago in Case Management / Checklist 0 Planned

Death certificate tracking

it would be nice if there was an easier way of tracking status of a death certificate. I understand you could use checklist, but if there was a dashboard where you can see all your current cases and a specific dash board status. For example, in yo...
Matt Murphy about 2 months ago in Case Management / Checklist 0 Future consideration

Multi Select Items from Checklists

Allow multiple items to be selected for deletion from a checklist. Individual selection and confirmation seems like a needless waste of time.
John Glueckert 9 months ago in Case Management / Checklist 0 Future consideration

Ability to lock checklists

When using checklists as sign offs of a process, the userid can be used as a digital signature, however the program allows the user to uncheck the box. Add an option to lock checks after they are checked when creating checklists; admin only can un...
Dan OBrien 3 months ago in Case Management / Checklist 0 Future consideration

Veteran Checklist Setting

Users would like the option to trigger on a checklist by veteran yes/no field, like we currently can for CST/disposition.
Jessie Goggans 11 months ago in Case Management / Checklist 0 Future consideration

Ability to Restore Deleted Checklists and Ability to Create a New Checklist within a Case

I see we have an older idea related to a portion of this idea that was marked as "will not implement". The comment suggests to have a list of the checklist items on your computer so you can rebuild. You cannot create a new checklist within the cas...
Erin Merriott almost 3 years ago in Case Management / Checklist 2 Planned

Manually insert a Checklist

From what I can tell, the only way to get a checklist to show up is for it to happen automatically, based on certain criteria. That works great, but if something changes in that criteria, there's no way to manually insert a pre-populated checklist...
Guest over 1 year ago in Case Management / Checklist 1 Planned

Dashboards based on Checklist completion

We use the checklist feature extensively for our funeral planning and internal communication. I have created a number important checklists that we use daily: Basic planning, death certificate, cremation paperwork/process, ready for services; as we...
Holly Stammis 5 months ago in Case Management / Checklist 0 Planned

Dashboard Widget for Check Lists

Within the Dashboards page, I would like to be able to see a Check Lists widget. This will allow me to view the progress of certain tasks for all cases at a quick-glance, without having to run reports or check individual cases) (tab per check list...
Guest over 3 years ago in Case Management / Checklist 0 Future consideration

Comparing completion of tasks in one space

Is there a way to create a dashboard or report that would allow us to see all of the tasks per case In one spot? For example: Vital Info is complete Additional Info is required DC composed by funeral director DC sent to doctor for signature Signed...
Dione DeMitro about 1 year ago in Case Management / Checklist 0 Planned