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This page guides through the process of setting up checklist for onboarding and maintaining client recordschecklists.

These are the topics on this page

  • Introduction

  • Define Requirements based on Program

  • Completing the Client Checklist

Introduction

The client checklist feature allows you is managed through the Checklist datagrid located with the header of the client record. Client checklists are used to define the records that need to be in place, and updated on a set schedule, for clientsrequirements as reflected as documents and assessments that are required in relation to managing the clients service. The checklist feature allows you requirements to set different requirements based on the program (or Funding Source)Funding Source).

Image Added

The following is a summary of the icons used to classify the status of the checklist records maintained within the Checklist datagrid

(blue star)

This icon indicates that the requirement associated with the checklist record is in the process of being obtained.

(blue star)

This icon indicates that the requirement associated with the checklist record is due to expire.

(blue star)

This icon indicates that the requirement associated with the checklist record is current.

(blue star)

This icon indicates that the requirement associated with the checklist record is being planned.

(blue star)

This icon indicates that the requirement associated with the checklist record has expired.

Navigating the Checklist form

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Expand
titleClick to expand and preview the fields contained within the Client Checklist form

The following is an outline of the fields that comprise the Employee Compliance form:

  1. Client Name: This is a drop down field that lists the name of client for which the checklist record relates.

  2. Item: This is a drop down field that lists the name of the requirement (ie: document or assessment) associated with the checklist.

  3. Expiry Date: This field is used to list the date that the requirement expires. The date can be specified as free text or by using the calendar picker.

  4. Status: This is a drop down field that lists the status of the checklist record. Listed values include planned, In Progress, Expired, and Completed.

  5. Description: This field is used to provide a general narrative about the client checklist record.

Define Requirements based on Program

To define the checklist requirements based on the program navigate to Administration > Client Checklist. From here you are able to create the required checklist items by clicking the new button to create records.

Completing the Client Checklist

To allocate and complete the checklist for a client observe the following steps:

  1. On the client profile set the required value within the Program field. This should relate to the entries you have defined in the previous step. Save the record

  2. Once the program is set you will see the checklist section shown within the dashboard area at the top of the client profile. You can click on the entries to complete.