The Neos Checklist Summary provides a list of open and completed checklist items for all cases. Criteria in the Checklist Summary can be used to filter checklist items assigned to staff, due dates, status, case type, and code.
NOTE: Checklist items in Dormant Cases will still display in the Checklist Summary, however, items in Closed Cases will not display.
To access the Checklist Summary:
Select Open Checklist Summary
from the left navigation pane.
A grid will display the upcoming checklist items assigned to the signed-in staff. These may also be accessed from My Dashboards.
Similar to the Case Checklist, each item is displayed in the designated color, as specified in the Primary or Auxiliary Checklist. Some checklist item content can be modified directly in the Checklist Summary, whereas other fields can only be changed in the Primary or Auxiliary Checklist.
The Checklist Summary shows checklist items across all cases and includes the Case #/Intake #, Case Name, and Party Name columns. The total number of Checklist items will display at the top and will change when filters are used.
Click a Case #/Intake # or Case Name to open the Case Tab. NOTE: If using a mobile device, double-tap the "Case Name" or "Case #/Intake #" clickable field to open.
To filter the items in the Checklist Summary, select from the criteria shown in the graphic above.
Checklist Assigned Staff – Select the desired staff for which checklist items are assigned. Type into the Filter row to quickly locate staff. Click the black X to remove all sections to search all.
Case Assigned Primary Staff – Select the desired staff who are assigned as the primary to a case. Type into the Filter row to quickly locate staff. Click the black X to remove all sections to search all.
Case Assigned Staff – Select the desired staff who are assigned to a case. Type into the Filter row to quickly locate staff. Click the black X to remove all sections to search all.
Due Date Range – Click the Start Date field to enter the starting date for checklist items to come due. For a range, enter a date in the End Date field as well.
Status – Choose blank, Done, N/A, Open or Open/Done. Open/Done will display both open and done items. Click the black X to remove all sections to search all.
+ More – Click to expand or collapse additional criteria options.
Area – Select Case or Intake to narrow checklist items by a specific area.
Case Types – Select the desired case type(s) from the dropdown to filter checklist items assigned to cases of a specific case type. Type into the Filter row to quickly locate a case type. Click the black X to remove all sections to search all.
Checklist Codes – Select the desired checklist code(s) from the dropdown to filter checklist items of a specific code. Type into the Filter row to quickly locate a checklist code. Click the black X to remove all sections to search all.
Completed Date Range – Use the date picker to enter a range to filter checklist items by a completed date.
Completed By – Select one or more Staff Codes to filter completed checklist items by specific staff.
Collaborators – Select one or more Staff members to find Checklist items where Staff are listed in the Collaborators field within the Checklist Task Pane. This filter operates independently from the Assigned filter. When multiple staff are selected, the Collaborators filter can find items where each/all selected staff members are listed in the Collaborators field.
Click the Apply button to update the Checklist Summary.
The Checklist Summary can be exported by using the right-click menu and choosing the desired Export file format. All columns from the current view and data will export accordingly.
