- Explanation and Purpose of Compliance Checklist
- Security Level Requirements and Access
- Adding Activities/Reports to Compliance Checklist
This article is meant to provide you with details about adding Activities and Reports to the Compliance Checklist. If you have a question not addressed here, you can search at the bottom of this article in Related Articles or contact support at firstname.lastname@example.org.
Explanation and Purpose of Adding Activities/Reports to Compliance Checklist
Adding an Activity or Report to the Compliance Checklist allows users to quickly and easily access items that require timely and frequent attention.
Security Level Requirements and Access
You must be an Agency Administrator to access the “Administration” menu on the left side of your Workspace. Go to “Program Settings” and click on “Configurator or Program Activity Types or Program Report Types”.
- Configurator gives access to all activities and reports in one location
- Program Activity Types gives access to a list of activities
- Program Report Types gives access to a list of reports
Adding Activities/Reports to the Compliance Checklist
Editing the Activity or Report
Select the report or activity to show on the Compliance Checklist and click Edit. On the General Tab in the "Configuration" section, click the setting “Show in Compliance Checklist” and then select the Checklist Category in the new field displayed at the bottom of the screen. NOTE: Agency Administrators can add additional Checklist Categories for cases under Program Settings > Programs > Settings.
Check “Optional” if this is not required for every case on the compliance tab and it will live under a “hidden, optional items” link on top of the compliance tab. If a user adds an optional item, it will then always display on the compliance tab for that case.