> For the complete documentation index, see [llms.txt](https://kb.maica.com.au/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://kb.maica.com.au/client-care-reference-data/checklist-management.md). # Checklist Management **Maica Client Care** offers the ability to configure checklists and associated checklist items as shown in the screenshot below.

A Maica Client Care Checklist

A checklist is a set of items (Checklist Items) that is presented at either the time of Appointment [Check-in](/appointment-management/managing-appointments/checking-into-appointments.md) or [Check-out](/appointment-management/managing-appointments/checking-out-of-appointments.md). Once a checklist has been associated with an Appointment, each checklist item is copied across to the Appointment to create a unique version for progress tracking. | Field Name | Description | | ----------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | Checklist Name | The name of the checklist which must be unique across all checklists, as this serves as the Id of the checklist. | | Number of Items | A formula field which calculates the total number of checklist items associated with the checklist. | | Show Checklist Item Notes |

Maica Client Care optionally shows a dialog prompting the user to enter additional notes for each checklist item.

This field either enables to disables this function.

| | Start Date | The start date of the checklist which is an optional field. | | End Date | The end date of the checklist which is an optional field. | | Create during Quick Complete |

It is optionally possible to create each checklist item during the quick complete process when managing Appointments rather than just during the check-out process.

This field either enables to disables this function.

| | Default Checklist Item Status | This determines the default status applied when creating checklist items for an Appointment. | ### Checklist Item Each checklist will have at least one checklist item which is copied across to an Appointment at the time of checking into an Appointment.

A Checklist Item

| Field Name | Description | | ------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------- | | Checklist Item Name | The name of the checklist item which also serves as the description being presented to the end user when checking in or out of the Appointment. | | Checklist | The associated checklist. | | Execution Sequence | This determines whether the checklist item is presented at either check-in (`Before`) or at check-out (`After`). | | Category | A configurable list of categories to further classify the checklist item. | | Excution Order | The sequence in which checklist items are being presented to the end user. | | Further Information | A URL to information that can be presented to the end user at the time of checking in or out of the Appointment. |