Defining checklist categories
Checklist categories are used to group checklists. A checklist requires a checklist category.
- Select Development Planning > Setup > Checklist Components > Checklist Categories.
- Click Create.
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On the Checklist Category form, specify this information:
- Effective Date
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Required. Specify the date on which the checklist category becomes effective.
- Checklist Category
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Required. Specify the checklist category name.
- Description
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Specify a description for the checklist category. If you leave this field blank, the checklist category name defaults.
- Active
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The checklist category is active by default. Clear this check box to inactivate it.
- Click Save.