Checklist Overview

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.

Users can add or delete checklists in a report and also append files to a checklist for reference and support in the reporting process.

These default checklists are available:

• Task
  Represents a task that the user needs to complete.
• Information
  Represents informational content.
• Reference
  Includes a reference to a file attached to the checklist.
• Misc.
  Represents a checklist of any other type.