Navigating the Checklist form

The following is an outline of the fields that comprise the Client Checklist form:

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

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

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.

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

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