From the Human Resources screen, select the Options menu and then Checklist Instances.
Note: An alert for View Checklist Instances will appear on the Human Resources screen under the Alerts section if there is a task on a checklist instance pending your completion (or completion by any user with rights to Human Resources if the Responsible User ID field was not completed); if applicable, click the View Checklist Instances alert, double-click on the task for which to view or edit, and then continue with Step 3 (below). Also, if viewing an employee within the Employee File and there is a checklist instance with tasks still pending for the employee, the Open Checklist Instance button will appear in green; if desired, click the button to open the checklist instance for the employee and then continue with Step 3 (below).
At the Checklist Instances screen, enter the description of the checklist instance to change in the Checklist Instance Description field, or click the down-arrow button or the Find button to select the correct one.
Make the desired changes to the checklist instance. The Checklist ID field cannot be changed.
Note: All the active tasks appear in the Checklist Instance Tasks List, but the filters can be changed if desired. The status for each task can be changed to Closed as each step is completed (or changed to Cancelled if the task will not be completed for the particular checklist instance). If a change is made to a task, such as the task is closed or cancelled, the system tracks the user who made the change in the Changed by User ID field and the date it was changed in the Changed Date field.
Tip: If desired, click the Go To button located to the right of the Employee ID field to open the specified employee's record in the Employee File.
After all the changes have been made, click the Save button.
If the description for the checklist instance was changed, a prompt will appear verifying whether or not to change the description. To change the description for the checklist instance, click the Change button. To not change the description and revert to use the original description, click the Revert to Original button.
If designated to do so, a notification email will be sent at this time for the task with the next checklist task sequence (if the Email Notification field is selected).
Note: If a notification email message did not go through, a message will appear; click OK and then contact the Business Office in order to check the activity log file (System Log tab within the Activity Log option) and resolve the error(s). If an email is rejected, the rejection notice will be sent to the appropriate address for the designated email address in the Email Manager option.