When a checklist item is modified in the Primary Checklist, changes will prompt a message when Save is triggered.
NOTE: You must have Modify permissions to Directories > Primary Checklist.
To change a checklist item:
From the Case Type Directory, select the desired case type.
Select the Primary Checklist tab.
Click the field of the checklist item you wish to change or click the Details button to the right of the Task Name.
A new Details right side pane will display when a field that uses a dropdown is selected. Enter the new/revised information.
Click the right arrow to close the Details pane and click the Save button to save your changes.
Individual items can be reordered in the Tree View to become part of a parent/child relationship using the two lines 
icon. When an item is dragged/dropped, the Ref column is automatically changed. For example, if an item is moved below a Parent, the Ref code of the child item is changed to the code of the parent item.
Add/Edit Automations
With NeosAI Platinum, automations can be created from the preview pane of a saved Primary Checklist item. To add an automation, click the + Add Automation button.
The Workflow Settings Tab will open where you can create an automation for this item. The added automation will be listed for this Checklist item.
NOTE: Only automations that have a Checklist Trigger will be associated.
Click the pencil icon to view/edit the automation. Click the three-dot menu to delete the automation.
NOTE: Deleting the automation from this checklist item will also delete it from the Automations Directory.
Changes to Description, Staff Role, Ref or Days, and Inactive fields are described below.
Changes to checklist items will propagate in the background, allowing you to continue your work. A Processing/Complete window will display on the bottom right of Neos when the batch is running and then complete.
When the checkbox is selected on the following windows, this banner will briefly display.
Changing the Description
When the Description of a Primary Checklist item that exists in an open case is changed and Save is triggered, a message will display.
Select the check box if you wish to change the description of the checklist item(s) in OPEN cases. Click the Save button to proceed with your selection and overwrite the existing description of the checklist item(s) where the Status is Open. Descriptions that were manually changed in the case will not be overwritten.
Leave the check box blank if you do not wish to change the description of the checklist item(s) in OPEN cases. Click the Save button to proceed with your selection. Changes will be saved in the Primary Checklist but will not update the Description in any existing OPEN cases.
Click the Cancel button to return to the Primary Checklist with your recent changes.
A confirmation banner will display when changes are saved.
Changing the Staff Role, Collaborators Ref or Days
When the Staff Role, Collaborators, Ref, or Days of a Primary Checklist item is changed and Save is triggered, a message will display.
Select the checkbox if you wish to apply changes of Staff Role, Collaborators, Ref, or Days to checklist item(s) in OPEN cases. Click the Save button to proceed with your selection and apply changes to checklist item(s) where the Status is Open.
Leave the checkbox blank if you do not wish to apply changes of Staff Role, Collaborators, Ref, or Days to checklist item(s) in OPEN cases. Click the Save button to proceed with your selection. Changes will be saved in the Primary Checklist but will not update the Staff Role, Collaborators, Ref, or Days fields in any existing OPEN cases.
Click the Cancel button to return to the Primary Checklist with your recent changes.
A confirmation banner will display when changes are saved.
Specific changes to Staff Role, Ref and Days fields are further described below.
Changes to the Staff Role will only be reflected in Open or <Blank> case checklist items in OPEN or newly created cases.
Changes in the Ref column to COD (Case Open Date), DOI (Date of Incident) or any user defined case dates will add the item(s) to the case checklist in OPEN cases (when such dates have been entered in the Case tab), if the checklist Code does not yet exist, allowing the Due Date in the case checklist to be recalculated using the new reference date.
If the Code already exists in the case checklist, the Ref column changes will recalculate the Due Date if the status is not marked 'Done' or 'N/A'.
If the Case Date is not entered, changes to the Ref column will blank the Due Date of that case checklist item.
If the Ref column changes to a manual item (MAN), the checklist item will be added to the case Checklist tab of OPEN cases, if the code does not yet exist, with a status of <Blank>.
If the Code already exists in the case checklist and the status is not marked 'Done' or 'N/A', no changes are required in the case checklist of OPEN cases.
If the Ref column changes to another checklist code, Needles will update the child item in the case checklist of OPEN cases if:
The child checklist item exists, and
The status is not marked 'Done' or 'N/A', and
The new parent item exists, and
The status is marked 'Done' or 'N/A'.
If the Ref column changes to another checklist code, the checklist item will be added to the case checklist in OPEN cases if it does not already exist, for each new parent that does exist and is marked 'Done'. The Due Date will get recalculated from the 'Done' date of the parent.
If the Ref column changes to another checklist code, the checklist item will be added to the case checklist in OPEN cases if the child item and the new parent item do not already exist in the case checklist. The Due Date of the new parent will be recalculated from its Ref date.
If the new parent does not exist in the case checklist tab, the ParentID will be blanked for the child item, however the Status and Due Date will not change.
If the Ref column changes to another checklist code, a duplicate child item will be added to the case checklist when the new parent is marked 'Done' in OPEN cases if:
The child checklist item exists and the status is not marked 'Done' or 'N/A', and
The new parent exists and the status is not marked 'Done' or 'N/A'.
The ParentID will be blanked for the child item when the new parent does exist and is not marked 'Done'.
If the Ref column changes from a parent item to a case date and the case date does not exist, a duplicate parent will be added when the case date is later entered.
If the Case Date already exists and contains the child item in OPEN cases and the status is not marked 'Done' or 'N/A', then the Due Date of the child item will get recalculated.
Due Dates of checklist items will be recalculated if changes are made to the number of Days column for all items except for manual (MAN). Case LIM dates will also be recalculated.
Marking an Item Inactive
When an active checklist item is marked inactive, no changes will be made to that checklist item where it currently appears in a Case. The inactive checklist item will NOT be added to new cases of that Case Type.
Changing an Inactive Item
Checklist items that have previously been marked inactive can be reactivated. Click the Show/Hide Columns button to add the Active column to the grid.
To reactivate a checklist item:
From the Case Type Directory, click the desired case type.
Select the Primary Checklist tab.
Locate the checklist item you wish to change.
Select the check box in the Active column for that item.
Click the Save button to save changes.
A message will display prompting how to proceed.
Select the check box if you wish to insert the checklist item(s) that do not already exist in OPEN cases. Click the Save button to proceed with your selection and insert the active item(s) in OPEN cases.
Leave the check box blank if you do not wish to insert the checklist item(s) in OPEN cases. Click the Save button to proceed with your selection. Changes will be saved in the Primary Checklist but will not be added to OPEN cases where they do not already exist.
Click the Cancel button to return to the Primary Checklist with your recent changes.
NOTE: The following warning message will display if a Child item is marked active where the Parent is currently inactive. When the Parent item in existing cases is marked 'Done', the child will populate into the case but will not appear in any future cases.
A confirmation banner will display when changes are saved.
