Specifying Checklist Parameters
Access the Checklist Parameters page ().
| Field or Control | Description |
|---|---|
|
Checklist Type |
Enter the type of checklist from which the process should extract data for this letter. |
|
Tracking Group |
Enter the tracking group whose checklist data the process should extract for this letter. |
|
Checklist Code |
Enter the specific checklist code whose checklist item data the process should extract for this letter. |
Tracking Group Status
If you specified a tracking group, you must also select a tracking group status. You can select more than one status option.
| Field or Control | Description |
|---|---|
|
Initiated |
Select to extract tracking group data with the status of Initiated for this letter. |
|
Completed |
Select to extract tracking group data with the status of Completed for this letter. |
Checklist Status
| Field or Control | Description |
|---|---|
|
Initiated |
Select to extract data from checklists with the status of Initiated for this letter. |
|
Completed |
Select to extract data from checklists with the status of Completed for this letter. |
Item Status
If you specified a checklist code, you must select a checklist item status. You can select more than one status option.
| Field or Control | Description |
|---|---|
|
Initiated |
Select to extract data from checklist items with the status of Initiated for this letter. |
|
Completed |
Select to extract data from checklist items with the status of Completed for this letter. |
|
Waived |
Select to extract data from checklist items with the status of Waived for this letter. |
|
Notified |
Select to extract data from checklist items with the status of Notified for this letter. |
|
Second Notification |
Select to extract data from checklist items with the status of Second Notification for this letter. |