# 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. | --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://kb.maica.com.au/client-care-reference-data/checklist-management.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.