his page guides through the process of setting up and maintaining client checklists.

Topics on this page include:

Introduction

The client checklist feature is handled through the Checklist datagrid found in the header of the client record. Client checklists help outline the necessary requirements for managing client relationships and services. This feature allows the requirements to be based on the funding source value specified in the program field.

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

	`This icon indicates that the requirement associated with the checklist record is in the process of being obtained`.
	`This icon indicates that the requirement associated with the checklist record is due to expire`.
	`This icon indicates that the requirement associated with the checklist record is current`.
	`This icon indicates that the requirement associated with the checklist record is being planned.`
	`This icon indicates that the requirement associated with the checklist record has expired.`

Additional Information

https://brevityau.atlassian.net/wiki/spaces/BS/pages/155397095429/Navigating+the+Checklist+form?atlOrigin=eyJpIjoiZDlkNDRjNWRmZGQwNGJhZjg0ZTIzY2MwNjBmMGJjODYiLCJwIjoiYyJ9

https://brevityau.atlassian.net/wiki/spaces/BS/pages/155397128211/Allocating+the+Checklist+against+the+client+profile?atlOrigin=eyJpIjoiMGJkNjUyYzRjZjlmNGQxZjlmZjYwMjMwYjMwMzY3YmEiLCJwIjoiYyJ9

https://brevityau.atlassian.net/wiki/spaces/BS/pages/155397128220/Completing+the+Client+Checklist?atlOrigin=eyJpIjoiMTNmYTBmMzNlN2MwNDExNGJmYTczYmU1ODAxNjIxNDQiLCJwIjoiYyJ9