Creating a Checklist

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Checklists are similar to questionnaires. However, they can be configured for various statuses, such as Incomplete, Prepared, and 1st-level reviewed..

To create a checklist:

1.	Log in the Global Access Administration page.

2.	Go to the Manage Questionnaires page. Select a dataset and add the code cl_XXXX_# with the following criteria:

•	Checklist codes must begin with "cl_." (This prefix distinguishes checklists from questionnaires.)

•	XXXX can be any unique string that does not contain spaces.

•	A checklist can be created for each status. # is the current status of the unit. For example:

•	cl_XXXX_1 displays for units that have a status of Incomplete.

•	cl_XXXX_2 displays for units that have a status of Prepared.

3. Click Create.

4. Create questions.

5. Add a checklist entry to the appropriate MenuConfig file using the following line:

<MenuItem order="11" name="Checklist"

"tswSignOffCheckList.jsp?code=cl_XXXX" checklistCode="cl_XXXX" />.

6. Upload the MenuConfig file on the Manage Global Attachments page.

Important: Do not append the unit state to the code in the MenuConfig file. The system automatically appends an underscore and the current status to the checklist code, resulting in cl_XXXX_#.

7. Log back in as a user. A drop-down list displays all checklists. Find the appropriate list using the checklist code and current status. Note: An error message displays if no checklist is located with the specified unit/state combination.

The Checklist Summary report shows all previous checklists, along with the answers that the users for each status provided.

Note: Give checklists meaningful names to distinguish them on the report. It is recommended that you include the status in the report name.