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By clicking on the “Issues” field in the checklist overview the user can see all issues that were created in the checklist. The issues are divided into the three sections “Overdue“, “Current“ and “Past”. How to work with Issues is described in the following article: Issue overview

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Generate PDF protocol

By clicking on the desired protocol the user can generate a PDF protocol of the checklist. Which information is displayed in the protocol can be managed in the company settingsunder Administration via PDF protocol profiles. After selecting the checklist the PDF needs to be generated which might take a few minutes depending on the number of testcases of the checklist. The following images will be shown:

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  • Continue - the user can continue working in the checklist

  • View - the user can view the filled out checklist

  • Assign - the user can assign the checklist to somebody else

  • Close - the user can change the status of the checklist to “Done”

  • Reopen - the user can change the status from “Done” to “In progress”

  • Verify - checklists can be verified by a second user after closing

  • Remove - checklists can be removed (can still be found in checklist search and “past” tab to prevent loss of data)

  • Subscribe - by subscribing to a checklist the user gets notifications to the respective checklist

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