Difficulty: novice
Content
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Learning Objectives
After reading this article, you will be able to:
Perform the module activation for Checklists
How to navigate to the module navigation
To start the module activation for Checklists we have to:
Navigate to the startBoard
Click on the module activation tile
Select the tab “Available modules to roll out” and select Checklists
click “Rollout selected module”.
This will provide you with a short explanation like the one below.
After your click ‘OK’, a new page (first step of the wizard) will open:
The module activation takes you through all the steps that need to be performed.
Steps to follow
Step 1: Settings to be determined
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Tip: We go over the settings in the table below. However, hovering over the field you are filling in will often provide you with the same help text. |
Setting | Explanation |
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Checklist template | This template is sued to automatically generate a checklist document. By default, the standard available baseline document is used. |
Use checklists in preventive workorders | If set to yes, use checklists in preventive workorders. |
Pre-defined setting tab
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There are some predefined settings. If these need to be adjusted this should be done via the "Module settings" button on your startBoard > ‘Checklists’ tab.
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Step 2: Start this module activation
What happens when clicking the green Start button in this wizard step?
You move on to the next page of the Wizard.
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The following groups can be assigned to users when creating/ changing user profiles.
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Workflow emails are automatically created. Meaning that we create the workflow emails that are send out when submitting/cancelling/closing Checklists. More on these emails in the next step.
You’re done with this step and can click the green ‘Start’ button to start the actions described above.
Step 3: Check data and close the module activation
On the next page we can check all items that have been created. This also contains a checklist you can follow.
To see what workflow emails have been created we navigate to the Generated workflow emails include. We can take a closer look at the individual emails by clicking on the hyperlinks but for more info on workflow emails check /wiki/spaces/KB/pages/25034763.
If everything is handled we can close the module activation by clicking the close button, Checklists will now be shown as a NavigationMenu option.
Where do I find the settings I selected
General checklists settings can be found in the client settings: press the ‘Module settings’ tile on your startBoard > ‘Checklists’ tab.
Summary
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