Check List Groups

Check sheet groups are the logical grouping of activities that are used in the Check Sheet Template to create a Check Sheet 

 CRM  Module> Configuration> Check List Groups 

 

   

 

 

 

 Code 

 Search for a check list/ Item grouping using the list code or part of it 

 

 

 Description 

 Search for check list group by description or part of description 

 

 

 Active 

 

 If you search for check list with the tick on. I will recall all existing check list groups 

 If you search for check list group with the tick off it will recall all inactive check list groups 

 

 

 

 

 Button 

 

 

 

 Search 

 Allows you to search for one or multiple check list 

 

 

 Add 

 Allows you to create a new check list group 

 

 

 Edit 

 To edit or view an existing check sheet 

 

 

 Delete 

 Allows you to delete an existing Check sheet 

 

 

 Print/ Export 

 Allows you to print or export check sheets displayed on the Grid 

 

 

 Import 

 Allows you to bring in check sheets via a template into the system