Using an assigned Checklist

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You can pre-test the Checklist before saving a new or modified record or test it on a previously saved record by selecting the Data Checklist menu item found in one of the menus attached to the data entry form (for example, Subject > Data Checklist or Tumor > Data Checklist).

A Checklist pretest can always be dismissed by selecting the Close button. The administrator or a subadministrator has the option to enforce a Checklist when the record is saved (Recheck is the only option) or allow a user to save the record anyway (Accept is also an option).

The Checklist is displayed in a dialog that you can keep open for informational purposes while modifying a data entry form. When satisfied with your changes, you can select Recheck.

Related topics

Creating Checklists

Master Checklist for data entry

Assigning Checklists to multiple users

Assigning an Administrator Checklist

Assigning a Provider Checklist