Checklist Item Settings Best Practices

Modified on Thu, 4 May, 2023 at 1:49 PM

Other checklist settings help you control how and when employees or applicants complete the checklist items. This section discusses:

Enforce Completion Order option in a checklist.
Send Reminder Notification option in a checklist item.

Enforce Order Completion Checkbox

Enforce Completion Order

In the Checklist settings, the Enforce Completion Order box, if selected, forces employees to complete the included checklist items in order.

Best Practice Tip

To enforce completion order, verify that each checklist item has the Confirmation Required setting selected.

Send Reminder Notification Checkbox

Send Reminder Notification

If a checklist item is not completed within the allotted time use the Set Reminder Notification option to alert an employee to complete the item.

Best Practice Tip

You must also configure the Global Notification named Checklist Reminder. This contains the email message, recipients, and timeframe specifics for the notification.