Monitoring resource checklists by checklist

Note: The resource checklists that appear are in one of these statuses: Active or Ready For Completion. You can view Cancelled and Completed checklists in Development Planning > Reports > Checklist History. You can view Draft resource checklists in Resource Checklists > Assignment or Resource Checklists > Maintenance.
  1. Select Development Planning > Checklists > Monitoring.
  2. Click the Resource Checklists tab.
  3. Locate and select the checklist to monitor.

    Use the Search icon to locate the resource checklists you are interested in. For example:

    • To view all overdue resource checklists, specify today's date in the Due Date field, in the format mm/dd/yy.

      Note: Overdue checklist are flagged with a red alert.
    • To view all of the resources assigned to a checklist, specify the checklist name in the Checklist field.

    • To view the checklists assigned to a resource, specify either the resource employment ID or the resource's name.

    • To view only resource checklists that are ready for completion, in the Status field select Ready For Completion.

  4. To view the status of the components included in a resource checklist, open the resource checklist.
  5. Open a checklist component to view the details (for example, who is allowed to validate the component).
  6. If applicable, take action on the checklist components or checklists. See Actions to select on the monitoring forms.