How to create a Case Checklist

Each organization can have their own custom sections, fields, and validations in an alert checklist. There are also conditional fields that can be triggered via a checkbox.

To create a custom case checklist:

  1. Head over to Workflows > Investigation Checklists > Case Investigation Checklists:

Checklist-16.png

  1. Click + Create investigation checklist:

Checklist-17.png

  1. Name and describe the checklist, then click Submit:

Checklist-18.png

  1. At the very least, you will need to create 1 group by clicking + Create a group:

Checklist-19.png

You will need to provide a group name and then decide on the validation scheme:

  • All
  • Any - At least one item is required
  • Required - All items are required

You can also provide an error message for your users.

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  1. Click Create when you are done.

Checklist-21.png

  1. Now you must add items to the group, click + Add an item to this group:

You will need to provide a label and then device on the item type:

  • Checkbox
  • Checkbox with text
  • Short text input
  • Long text input
  • Single select dropdown
  • Multi-select dropdown
  • Date range
  • Warning

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  1. Once you have created all the groups and item needed on your checklist, click Publish:

Checklist-22.png

You cannot edit a custom checklist once it is published.

If you want to edit a checklist, you must create a new one. When you delete a checklist, it is ARCHIVED permanently.

  1. Success:

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  1. The update is reflected in the main screen:

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