Adding a checklist

Checklists require a particular structure in the Mobile configuration. You must first define a category called CDR and then add a child category for each CDR module for which you want to define checklists.

  1. Open the Mobile configuration in the Configuration Editor.
  2. Browse to the Checklists node under the Controls node.
  3. Add a child Category node to the Checklists node and set the Id attribute to CDR.
  4. Add a child Category node to the CDR category and set the Id attribute to the name of the CDR module for which you are creating a checklist.
    For example, to define a checklist for Building Permits, you would enter Building.
  5. Add a child Group node to the Category node for the CDR module.
    A child Checklists node is automatically added to the Group node.
  6. Add a child Checklist node to the Checklists node.
    Two children are automatically added to the Checklist node: Groups and ApplicableTypes. The Groups node specifies the code violations that will be included in the checklist, and the ApplicableTypes node specifies the inspection types that will use the checklist.
  7. Under the Groups node, add a child Group node for each group that you want to include in the checklist.
    The groups that you specify when you create a checklist do not correspond to code violation groups in Infor Operations and Regulations. They are used only to group code violations within the checklist.
  8. Specify the code violations that you want to include in each group.
    You can specify the code violations for a group in one of these ways:
    • You can use the Filter attribute of the Group node to define selection criteria. For example, to include all code violations where the book year is 2022, you would enter BookYear=2022.
    • You can use the Items node to specify individual code violations. Add a child Item node for each code violation that you want to include and set the Id attribute to the violation code as it is displayed in Infor Operations and Regulations.
  9. Optionally, add a quick entry item for each group.
    A quick entry item is a button that is displayed in the checklist group so that the user can quickly add a specified code violation. To add a quick entry item, add the QuickEntryItem and QuickEntryText attributes to the Group node. The QuickEntryItem attribute specifies the code violation that will be added when the user taps the button, and the QuickEntryText attribute specifies the text that is displayed on the button.
  10. Under the ApplicableTypes node, specify the application types and inspection types that will use the checklist.
    To specify an application type, add a child ApplicableType node and set the Id attribute to the name of the application type. For the ProductFamily attribute, specify the CDR module, such as Building.

    To specify an inspection type, add a child ActivityType node to the ActivityTypes node under the ApplicableType node. Set the Id attribute to the code for the inspection type.

  11. Save your changes.