Checklist Management
Learn about managing Checklists and Checklist Items
Last updated
Learn about managing Checklists and Checklist Items
Last updated
Maica Client Care offers the ability to configure checklists and associated checklist items as shown in the screenshot below.
A checklist is a set of items (Checklist Items) that is presented at either the time of Appointment or . 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.
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
Default Checklist Item Status
This determines the default status applied when creating checklist items for an Appointment.
Each checklist will have at least one checklist item which is copied across to an Appointment at the time of checking into an Appointment.
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.
It is optionally possible to create each checklist item during the process when managing Appointments rather than just during the check-out process. This field either enables to disables this function.
