Checklists Tutorial
Overview
Checklists check that the required fields are filled in when a material is created. They are set up on Material Categories.
💡These tutorials explain how to find Materials that fail their checklist, update checklists and fix the failures.
How to Show Checklist Materials
- If the Checklist column is not displayed:
- Click Field Chooser (*) in the first column.
- Click the checkbox next to Checklist to add the column.
- Data = Select an option (just below the top row menu buttons). The options are:
- All: Ignores the checklists and shows all the materials.
- Pass: Only shows checklists that pass all their checks. Those that fail are hidden.
- Fail: Only shows materials with checklists. Shows the code for failed entries, highlighted in red, in the Checklist column.
How to Update Multiple Checklists
Info
If a checklist is added or edited, this function lets you update the materials to reflect those changes. Only the Auto Items are updated.
- Select the records you want to update.
- Click Actions (button) > Update Checklist.
- Confirm the update on the popup.
How to Fix Checklist Failures on a Material
Info
Any checklist failure appears next to the top row of buttons and is highlighted in red.
Click the entry to automatically open the Data Checklist panel to see more information about the failure.
The Actions button also has an Update Checklist option (see above). Only the open material is updated.
- When editing a material, click Menu (button) > Show Checklist to show or hide the Data Checklist panel on the right.
- Any failure appears on the Data Checklist panel.
- Auto Checklist Items:
- Once the missing information is supplied, click Save (button).
- If the failure is fixed, the entry appears in green, and the Update column shows the date of the fix.
- Manual Checklist Items:
- Right-click the entry and select Pass or Fail.