Edit or View Checklists

You can edit or view checklists on a task from the Edit Task panel or Task Manager.

PREREQUISITES:

  • To see checklists, users must have the View permission selected under Case Corrections in Admin. See Security Roles in the Admin Guide for Trimble Unity Maintain and Trimble Unity Permit for more information.
  1. Open the checklists section. See Open the Checklists Window for more information.
  2. Select from the Result drop-down list or change the Result by selecting a new value.
  3. Select the Recheck check box if follow-up is needed. See Re-Check Checklists for more information.
  4. Click the Comments down arrow to add new comments or edit, remove, format, and add user mentions to existing comments on checklists.
  5. The Completed By/Date Completed and Modified By/Date Modified fields automatically populate with the current user's login ID and date when a result is selected. To change the Completed By and Date Completed fields, click Edit by the checklist then choose a new user and date. Click Save to save the updated information.

TIP: Use Column Menu to modify which columns are shown on the panel.

See Checklists Fields for an explanation of the Checklists fields.

  1. Open Task Manager and perform a search. See Search for Tasks for more information on performing a search.
  2. Click Checklists by the desired task to open the checklists section.
  3. Select from the Result drop-down list or change the Result by selecting a new value.
  4. Select the Recheck check box if follow-up is needed. See Re-Check Checklists for more information.
  5. Click the Comments down arrow to add new comments or edit, remove, format, and add user mentions to existing comments on checklists.
  6. The Completed By/Date Completed and Modified By/Date Modified fields automatically populate with the current user's login ID and date when a result is selected. To change the Completed By and Date Completed fields, click Edit by the checklist then choose a new user and date. Click Save to save the updated information.

TIP: Use Column Menu to modify which columns are shown on the panel.

See Checklists Fields for an explanation of the Checklists fields.