Changes made to the Checklist tab in the grid or Checklist Task Pane will be automatically saved. Modifications on Save to certain fields will affect the behavior of the Checklist tab.

NOTE: You must have Modify permissions to Case > Checklist Tab to save changes.

When a parent checklist item Status is changed to Done and the Refresh Checklist button is clicked, all child items that reference the parent in either the Primary or Auxiliary Checklist will be inserted into the Checklist tab.

When Case Dates, such as DOI (Date of Incident), COD (Case Open Date), or any user-defined case date label exist in the case, checklist items that refer to those dates in the Ref column of a Primary or Auxiliary Checklist will be populated in the case Checklist tab. Should the Case Date change, Open checklist items will be recalculated.

When a Staff Role Assignment is changed in the Case tab, any checklist items with a Status of Open or <Blank> will also be reassigned.