Edit a Client Checklist Record

To edit a Client Checklist record observe the following steps:

1. Select the Administration>17. Client Checklist sub-menu to open the Interest List page.

2. Within the search field input the name of the Checklist record.

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3. Highlight the checklist record that is to be edited and either click on the edit button or double-click on the record.

4. Update either the name field or select a new value from the funding source field to allocate a new funding source to the checklist.

5. Click the SAVE button to update the checklist record.

6. Click the CLOSE button to exit the page and return to the Checklist Item page.

Delete a Client Checklist Record

To delete a Client Checklist record observe the following steps:

1. Refer to steps 1-2 as listed above in the Edit a Client Checklist Record topic.

2. Highlight the Client Checklist record to be deleted.

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3. Click the Delete Button in the ribbon bar.

4. Select the OK button to confirm the deletion of the selected record. Record listing will refresh.

    

Activate and Deactivate a Client Checklist Record

To edit the activity status of a Client Checklist record observe the following steps:

1. Refer to steps 1-2 as listed above in the Edit a Client Checklist Record topic.

2. To deactivate the checklist record select the Deactivate button . Deactivating the record will set it to read-only.

3. To activate the checklist record select the Activate button.

4. Click the CLOSE button to exit the page and return to the Checklist Item page.