Open Checklist Instance Button

 The Open Checklist Instance button appears in the Employee File and indicates whether or not there is a checklist instance in Human Resources with tasks still pending for the employee currently displayed on the screen.

If the currently displayed employee has a pending checklist instance, the Open Checklist Instance button will appear in green as a reminder to complete the necessary tasks for the employee; and then to quickly access the pending checklist instance for the particular employee, click the Open Checklist Instance button.

 

If the currently displayed employee does not have a pending checklist instance, or the school district has not licensed the Human Resources module, the Open Checklist Instance button appears gray and is disabled.

Steps to Change a Checklist Instance