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Checklist

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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 about 3 years ago in Case Management / Checklist 0 Future consideration

Create a Dashboard from a Checklist

It would be great if we could create a Dashboard from a Created checklist
Guest 11 months ago in Case Management / Checklist 3 Future consideration

Checklist Tasks as Column Headings

I would like to be able to view a specific checklist, ie Death certificate tracking, with the tasks as column headings and the cases as rows. Or a report that allows me to choose the checklist and then select the tasks as column headings and the c...
Guest 12 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 5 months ago in Case Management / Checklist 0 Future consideration

Default Reminders for Checklist

I would like to create default reminders for the task that would save within the checklist. Example, reminder set to 24 hours prior to service remind FD if task is not completed.
Reuben Feuerborn over 2 years ago in Case Management / Checklist 0 Future consideration