Assigning Checklists to Organizations
This section discusses how to:
Assign a checklist to an organization.
Review or update variable data for an organization.
Assign checklist items to an organization's checklist.
|
Page Name |
Definition Name |
Navigation |
Usage |
|---|---|---|---|
|
Org Checklist Mgmt 1 |
ORG_CHKLST_MGMT1 |
|
Assign a checklist to an organization. |
|
Variable Data |
VAR_XXXX_SEC (where XXXX is the administrative code) |
Click the Variable Data button on the Organization Checklist Management 1 page. |
Enter or review variable data for an organization. |
|
Org Checklist Mgmt 2 |
ORG_CHKLST_MGMT2 |
|
Place checklist items on an organization's checklist and identify who is responsible for each item. |
Access the Org Checklist Mgmt 1 page ().
Image: Org Checklist Mgmt 1 (organization checklist management) page
This example illustrates the fields and controls on the Org Checklist Mgmt 1 (organization checklist management) page. You can find definitions for the fields and controls later on this page.
|
Field or Control |
Definition |
|---|---|
| Administrative Function |
The code for the functional area with which this organization is associated. The available administrative function codes are from the Administrative Functions page. If you accessed this page from another page, the system automatically displays the administrative function from that page. |
| Checklist Code |
The code that describes the checklist assigned to this organization. The only checklist codes available are those associated with administrative function on the Checklist Item Functions page. |
| Status and Status Date |
The status and status date of the checklist item. Valid status values are Initiated or Completed. Values for this field are delivered with the system as translate values. Do not modify these values in any way. Any modifications to these values could require substantial programming effort. |
| Due Date |
The date by which the entire checklist must be completed for this organization. |
| Due Amount and Currency Code |
The monetary amount, if any, that is due as part of this checklist, and the currency in which it is expressed. |
| Comments |
Enter comments to further identify or describe the checklist for this organization. |
| Variable Data |
If no variable data is required or allowed for the administrative function, the Variable Data button is unavailable and no data was available to transfer. |
Access the Variable Data page (click the Variable Data button on the Organization Checklist Management 1 page).
Image: Variable Data page (organization)
This example illustrates the fields and controls on the Variable Data page (organization). You can find definitions for the fields and controls later on this page.
Different fields and data appear on this page, based on the individual and the administrative function selected on the Organization Checklist Management 1 page.
Access the Org Checklist Mgmt 2 page ().
Image: Org Checklist Mgmt 2 (organization checklist management) page
This example illustrates the fields and controls on the Org Checklist Mgmt 2 (organization checklist management) page. You can find definitions for the fields and controls later on this page.
Note: The checklist items associated with the specified checklist code on the Org Checklist Mgmt 1 page become available when you select the checklist code. You can enter any of those items directly, or you can click the Lookup button to go to the search page, where all checklist items associated with the specified administrative function are available.
Checklist Items
|
Field or Control |
Definition |
|---|---|
| Sequence |
The number of this checklist item in the list of checklist items for this organization. The system automatically enters the next sequential number for each checklist item that you add. You can override the number manually to reorder the list of items for this checklist. |
| Item Code |
The code for this checklist item. The available item codes are from the Checklist Item Functions page for the administrative function selected. |
| Status and Status Date |
The status and status date of the checklist item: Initiated, In Progress, or Completed. Values for this field are delivered with the system as translate values. Do not modify these values in any way. Any modifications to these values could require substantial programming effort. |
| Due Date |
The system displays the overall checklist due date as the default due date for each checklist item. You can override this date, but it must be with an earlier date so that the item due date does not exceed the overall due date of the checklist. |
| Responsible ID |
The default ID is that of the user who created the checklist on the Checklists page. You can manually override the ID to reassign responsibility to someone else in your database. |
| Association ID and Name |
If the checklist item was created with an item association of Name on the Checklist Items page, the Association ID field appears for you to identify the associated person. For example, the checklist item might be a medical appointment, and that appointment might be with Dr. Clara Simpson. Dr. Simpson is the associated person. If the associated person has an ID in your database, enter it here. When you exit the field, the system displays the name of that individual. If the individual does not have an ID in your database, enter his or her name manually. |
| Org ID (organization ID) and Description |
If the checklist item was created with an item association of Organization on the Checklist Items page, the Org ID field appears for you to identify the associated organization. For example, the checklist item might be a transcript, and a transcript is required from Cottonwood High School. Cottonwood High is the associated organization. If the associated organization has an ID in your database, enter it here. When you exit the field, the system displays the name of that organization. If the organization does not have an ID in your database, enter the name manually. |