Changes made to a Checklist item from the Checklist Summary can now also be performed through the task pane.
NOTE: You must have Modify permissions to the Case > Checklist Tab.
To access the task pane:
Click the Checklist Summary icon
on the left side pane.Select the desired Checklist item or click the Details button to view the right task pane. Refer to the Case Checklist Task Pane for more details on each field in the Details and Associated Items sections.
Case/Intake Info – This section displays information that relates to the Case or Intake. Modifications can only be made on the Case or Intake Tab. Click the arrow icon to open the Case/Intake.
Name – Displays the first Party Full Name.
Status – Display the Case/Intake Status.
Class – Displays the selected Case Class. This field is replaced with Intake Date when the checklist item exists in an intake.
DOI – Displays the Date of Incident.
Open Date – Displays the date the Case was opened/created.
Primary Staff – Displays the primary staff assigned to the Case.
Synopsis – Displays the Case synopsis.
Case Type – Displays the Intake case type.
Changes made on the Checklist Summary Task Pane to Task Name, Assigned, Due Date, Outlook Sync, Remind Me, Collaborators, and Notes fields will trigger the Save Changes and Discard buttons.
Click Save Changes to keep your recent changes or click Discard to revert your recent, unsaved changes.
