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Checklist Page#

🔒 Checklist.Show

The Checklist page displays general information on the specific Checklist. In addition, it enables the user to perform all the operations that can be performed on a specific Checklist.

Details Tab#

The Details tab provides a collapsible Details View panel on the left side of the page. The panel can be collapsed or expanded. Depending on configuration and the optional licensed modules, the panel will display some or all of the following sub-sections:

  • Details - displays general information on the Checklist.
  • Instances - displays information on the Checklist instances that are either open or closed.
  • Deviations - displays information on Deviations Open For Material, which will be approved or rejected. For more information, see Close Protocol Instance.
  • Attributes - enables the visualization of existing Attributes and the possibility to create new ones. For more information on Attributes, visit the section Attributes.
  • Attachments - shows the documents that are attached to the Checklist and enables the user to attach additional documentation to the Checklist.

Main view of the Checklist page

Checklist Items Tab#

Displays general information on the items that compose the Checklist.

Items view of the Checklist page

Compare Tab#

🔒 Checklist.Compare

This tab provides a quick visual comparison between the selected entity version and any other version that can be selected through it. You can also export the comparison results to a PDF file through the Export Comparison button on the action bar. For more information, see Compare Entity Versions.

Checklist Compare tab

References Tab#

This tab combines information concerning other objects that have references to the current object:

  • Relations - displays the existing Relations between the Checklist and other entities and enables the user to edit them. For more information, see Relations.
  • Where Used - displays the set of relationships between the Checklist and the other objects used throughout the system.

History Tab#

This tab combines information concerning other objects that have references to the current Checklist object:

  • Change Set History - displays the history of the change sets associated to the object. For more information on Change Set history, visit the Change Set History page.
  • History - displays the history of the operations, associated information, user(s) performing the changes and date and time of the changes.