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Custom Action Checklist

In this section, Administrators and Managers can set up a checklist of actions that must be completed for each ETD record. The list configured here will appear in the bottom left corner of the View tab in each ETD record.

Custom Actions ChecklistImage Added

  • To delete an item, drag the item to the trash can icon.
  • To add an item to the list, click ADD NEW. A form will appear in which you can add a new action. Fill in the form, and click Add Action
  • To reorder items in the list, drag and drop an item to the desired location in the list.