Creating a Client Checklist record

To create a Client Checklist record observe the following steps:

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

2. Click on the button to open the New 17. Client Checklist record page to create new checklist.

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3. Within the Funding Source field select a value from the drop down list to categorise the checklist item to the appropriate funding source.

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4. Within the Name field, input a description that will be used to identify the checklist item record

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

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