You probably already know that you can complete our standard Checklists but did you know how easy it is to create your own Checklists and Procedures?
The trusts checklists within the system will guide you through your trust administration and decision making. They are also a great place to record the steps you have taken and the background to any decision, particularly where a decision did not result in any action.
Adding your own Checklists and Procedures can help you to direct users through any process and record the progress they have made.
Create your own Checklists and Procedures with our quick guide.
Using a Checklist
Select the Checklist screen
In the Checklist screen you will see any Checklists that have been completed or are in progress. Use New to start a new Checklist.
These are our standard Checklists. Your own Checklists and Procedures can be added to this list.
Complete the questions. If you do not finish the work today the progress will be recorded. Only the final check box counts toward the final completions score.
The progress will be shown on the Checklists screen.
Use the Checklist Report to view all outstanding Checklists across all your Trusts.