Lookups Lists – Checklist Types

This is where the Checklist Types are managed. 

In the Checklist Type page, you can search for different requirements in the name text field, you can use partial names in the text field or complete titles. You can further narrow this search through the status of the items by selecting Active, Inactive and All, by default the search is set to All. 

Besides the Search button, there is a Clear button that removes any filters on the search such as name or status. 

The All Lookups button will take you back to the Lookups. 

Add 

The Add New button is found on the search page beside the Clear and Search Button. 

The Add New button opens a new page that allows the user to create a new Checklist Type, required spaces to be filled are marked with *.  

There is also a checkbox that will change the Checklist Type between Active and Inactive. Inactive Checklist Types are still in the system just unable to be selected on forms. 

Once mandatory fields are complete you can click Save to complete the creation or Close which takes the user back to the Checklist Type page

Edit 

To edit already created Checklist Type click on the name of the Checklist Type to be edited. 

This will open a page similar to the Add New page, where the Name, Order No. and Status can be altered. Once editing is complete click on Save to apply changes or Close to not apply changes and go back to the Checklist Type page.

Delete 

On the Checklist Type page on each row, there is a red trash can button, clicking on it will delete the Checklist Type on the same row. 

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