Checklists

In CDM, a checklist is primarily used to provide task-oriented information and reference within a report. You can create customized checklists as a means of process control, compliance, and verification.

You can add or delete checklists at any time when you are building a new report, or when you are working with an existing report. You can leverage your existing checklists and procedures, or you can configure CDM to provide standard checklist types to use with your reports.

You can add or delete checklists in a report, and you can also append files to a checklist for reference and support in the reporting process. After your checklists are loaded, you can optionally export the data into a CSV file by right-clicking in the working space and clicking Export as .csv.

Add a Checklist

You can create a checklist in CDM and associate the checklist with a report. You can add a checklist as a sibling or a child of another checklist.

1. Click the Home tab, then in the Navigation Pane, click Administration.
2. Under Resources,, double-click Checklists. The Checklists tab opens in the work area.
3. Click Home > Add > Checklist as Child/ Checklist as Sibling.
4. Type a name for the checklist.
5. Select a checklist type. There are several types of default checklists.
   • Task - Represents a task that the user needs to complete.
   • Checklist - Includes a reference to a file attached to the checklist.
   • Information - Represents informational content.
   • Misc. - Represents a checklist of any other type.
6. If you select the Checklist type, click Browse to attach a file to the checklist.
7. Specify a description for the checklist if you want
8. Click Next.
9. Select the reports that use this checklist, and click Finish.

Edit a Checklist

You can edit the contents of a checklist.

1. In the Checklists tab in the work area, select the checklist that you want to edit.
2. Click Home > Edit. An editing window opens.
3. Change the name of the checklist.

   Tip: You can also change the name of the checklist by right-clicking it in the checklist table and then selecting Rename.

4. Change the checklist type or edit the checklist description, if necessary.
5. Click Next.
6. To change the reports that will use this checklist, select or clear the checkboxes for each available report.
7. When you are finished, click Finish.

Delete a Checklist

If you no longer need a checklist, you can delete it.

Before you can delete a checklist, you must detach it from any report objects to which it is attached. For information about detaching checklists from report objects, see the CDM User Guide.

Important: If you delete a checklist, you cannot undo your action. Proceed with caution.

To delete a checklist:

1. In the Checklists tab in the work area, select the checklist that you want to delete
2. Click Home > Delete.
3. In the confirmation window, click Yes.