Checklists

You can attach checklists to report objects in CDM. Checklists contain task, reference, or informational content for users to follow while going through a workflow.

Attach a Checklist to a Report Object

Before you can attach a checklist to a report object, the checklist must have been created and linked to the report that contains the report object. For information about creating checklists, see the CDM Administration Guide.

To attaching a checklist to a report object:

1. Open the report that you want to work with.
2. In the report tree on the left, double-click the report object to open it.
3. In the Report Object tab on the ribbon, click Manage Checklists. The Attach Checklist window opens.

   Checklists that can be attached to this report object are displayed in the Available Checklists and Tasks at Report Level pane. Any checklists that have already been added to this report object are displayed in the Attached Checklists and Tasks for this Report Object pane.

4. To attach a checklist to a report object, click its name in the Available Checklists and Tasks at Report Level pane and either drag it into the Attached Checklists and Tasks for this Report Object pane or click the down arrow button.
5. To keep the checklist attached to the report object if the object is rolled forward or cascaded to a new report, select the Rollforward checkbox.
6. Click View to see the Description text in a multiline window.
7. Click OK to save your changes.

Detach a Checklist from a Report Object

You can detach a checklist from report objects if it is no longer needed.

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

To detach a checklist from a report object:

1. Open the report that you want to work with.
2. Open the report object.
3. In the Report Object tab on the ribbon, click Manage Checklists. The Attach Checklist window opens.
4. Any checklists that have already been added to this report object are displayed in the Attached Checklists and Tasks for this Report Object pane. To detach a checklist from a report object, click its name in the pane and either drag it into the Available Checklists and Tasks at Report Level pane or click the up arrow button.
5. Click OK to save your changes.