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Checklist Instance Page#

🔒 ChecklistInstance.Show

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

Details View#

Depending on the optional modules that are licensed in the system, the Details view will display some or all of the following page sections:

  • Details - displays general information on the Checklist Instance, including the context for the Checklist Instance.
  • 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 Instance and enables you to attach additional documentation to the Checklist Instance.

Screenshot showing attachments for a Checklist Instance in the Details View.

Note

If the scope of your Checklist is Material Tracking, the Checklist Instance will include Material information.
Additionally, there will be a section on Deviations if these have been opened. For more information, see Open Material Deviation and Close Protocol Instance.

Checklist Items View#

Displays general information on the items that compose the Checklist (example contains deviations). For more information, see Perform Checklist Instance.

Screenshot showing a list of checklist items.

References View#

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

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

History View#

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

  • History - displays the history of the operations, associated information, user(s) performing the changes and date and time of the changes.