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Configuring a checklist type

Updated on May 6, 2021

Add a new checklist type with checklist items or update an existing checklist.

You can add a review checklist component in a case lifecycle as a step to introduce a process through which an evaluator or supervisor can review various to-do tasks that need to be completed as part of any application or case lifecycle.

  1. In the navigation pane of App Studio, click PGP.

  2. In the PGP explorer, click Review checklist.

  3. Click the New checklist button to create a new review checklist.

  4. In the Purpose box, enter a purpose for the checklist.

  5. In the Checklist items section, click Add checklist item to add a new checklist item.

  6. In the Label box, enter a label for the review checklist items. The corresponding code appears in the Code box.

  7. Click Save.

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