Completing the Client Checklist

This page overview the completion of the Client Checklist.

To update the particulars of the client checklist observe the following steps:

Select the Client >Clients sub-menu to open the Client List page into the browser.
Search for the Client record from within the Client list.
Highlight the Client record to be edited.
Either click on the edit button or double click on the Client record to open it within the browser.
Within the Record Header, click the checklist name corresponding with the record that is to be edited within the Checklist form.
Within the Expiry date field specify the date the checklist record expires. The date can be specified as free text or by using the calendar picker.
Within the status field select from the drop down list a status applicable with the checklist record.
Within the Description field input an optional narrative that lists additional information applicable to the checklist record.
Select the Save button to update the checklist record.
Select the close button to exit back to the client profile.

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