The following fields are found in the Checklist task action panel.

• Search: Use the search box to sort by results in the visible columns.
• Add Item: Use to add one or more checklists to the task.
• Column configuration icon: Use to manage visibility of the following columns in the table:
• Checklist Item: A requirement or set of procedures that must be verified or validated before a checklist item can be completed.
• Result: Select the result from the drop-down list, such as if it passes or fails or is approved or should be resubmitted. The result codes available in the drop-down list vary depending on the checklist.
• Re-Check: Select this check box to mark that the checklist has not been satisfactorily completed.
• Code: A short, 10-character unique identifier.
• Description: A longer explanation of the checklist that provides more detail than the short code.
• Comments: Click Add comment to add a new comment, or View/Edit Comments to edit, remove, format, and add user mentions to existing comments on checklists.
• Completed By: Automatically loads with the login ID of the current user when a result is selected.
• Date Completed: Automatically loads with the current date when a result is selected.
• Modified By: Automatically loads with the login ID of the user who modifies the checklist.
• Date Modified: Automatically loads with the date the checklist is modified
• When one or more checklist items are selected, the following options are available:
• Apply Default Results: Click to apply default results to the selected checklists. A confirmation opens to apply the results.
• Clear Results: Click to clear results of the selected checklists. A confirmation opens to clear the results.
• Delete: Click to remove the selected checklists. A confirmation opens to confirm deletion.

The following fields are found in the Checklists panel

• Code: The checklist code configured by the administrator.
• Description: The description of the checklist configured by the administrator.
• Result: Select the result from the drop-down list, such as if it passes or fails or is approved or should be resubmitted. The result codes available in the drop-down list vary depending on the checklist.
• Re-Check: Select this check box to mark that the checklist has not been satisfactorily completed.
• Checklist Text: Automatically populates with any text added by the administrator to the checklist.
• Comments: Add, edit, remove, or reply to comments. Click the down arrow to open the comments section. From here you can edit, remove, format, reply to, and add user mentions to existing comments on checklists.
• Add Comment: Click to add new comments. This is used to indicate what must be done to ensure that the checklist task passes the recheck. See the Use Comments on Checklists for more information.
• Reply: Click to reply to comments.
• Completed By: This field automatically populates with the login ID of the current user when a result is selected. Click Edit on the right of the checklist table to select a new user ID.
• Date Completed: This field automatically populates with the current date when a result is selected. Click Edit on the right of the checklist table to select a new date.
• Modified By : Automatically loads with the login ID of the user who modifies the checklist.
• Date Modified: Automatically loads with the date the checklist is modified.
• Edit: Select to edit the Completed By and Date Completed fields. Once edits are made, select Save or Cancel.
• Filter icon: Click to filter checklists by Re-Check status.
• Select Re-Check to view only the checklists that have been marked Re-Check.
• Select No Re-Check to view only the checklists that have not been marked Re-Check.
• Add record: Click to add one or more checklists.
• Delete selected records: Click to remove one or more checklists from the list.
• Apply Defaults: Click to apply the default status (of the checklists group the checklist task is a part of) to all the checklists tasks listed.
• Clear Results: Click to clear the inspection checklist results. A confirmation opens to verify.

NOTE: This clears all results except for items that have been marked as re-check.

• Column Menu: Click to modify the columns shown on the panel.
• Rows: Click to change the number of rows viewed at a time in the panel.