Master Checklist for data entry

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You can choose one Clinical Group's Checklist as the default master checklist for the database by clicking the Select Master Checklist button from the Search/SeqSearch-Checklist item on the Preferences form. A list-creation form will open and allow you to choose one group's checklist. Whatever checklist you select will become the default checklist for users who have not been assigned a Checklist. Clicking the Allow checklist override box will allow a user to save a record that does not satisfy the checklist criteria.

Note: If a Saved Search making up the Master Checklist is modified, you will have to update the Checklist by reselecting the Master Checklist button and choosing the Clinical Group's checklist again. This is done auto- matically on database startup, but in a client-server mode the server would otherwise have to be restarted.

Related topics

Creating Checklists

Using an assigned Checklist

Assigning Checklists to multiple users

Assigning an Administrator Checklist

Assigning a Provider Checklist