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  • Is used in the PDF protocols as well as in the email notifications

Checklists

  • Activate checklist template approval process (ISO 9001:2015): The checklist template approval process (ISO 9001:2015) specifies that a checklist must be reviewed by a second person before it is approved. If this field is checked, a checklist cannot be approved by a single user, but must go through a 2- or 3-step approval process. ISO 9001:2015 Checklist Approval Process in Practice: See Manage Checklists

  • Show check result in check overview: The user must click on the check to see the result.

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  • Assign checklists and issues only to: Restrictions regarding assignment of checklists and issues.

  • Checklist bundle and execute*

  • Enable formatted description fields in checklist designer: Allows formatting of descriptions within the checklist templates

  • Enable check collections

  • Enable checklist offline cache mode*

  • Define which custom fields can be used at user information

    • Custom fields: Selection of the relevant custom fields.

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Info

For more information, key users can contact the Customer Success TeamSolution Team.

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* The Bundle and Execute feature and the Checklists offline cache mode cannot be used at the same time. Therefore, only one of the two features can be active at a time.