Checklist

Show All Checklist button is available in the Sign-off section of Tabular ribbon.

Note: This window show procedure notes templates that are filtered out via QRTs, Companies and valid From/To dates and only those that meet all requirements for current return are displayed in checklist window.

There is Edit button next to each checklist item that opens Edit window. More information on editing checklist item is here.

Show All Checklist window contains all information on each Checklist item and it’s status. By default it includes ‘Resolved’ checklist items, but these can be hidden using the ‘Hide Resolved Checklist’ button.
To Resolve a checklist item(s), select the checkbox(es) in the ‘Resolved’ column for the note(s) and click Confirm resolving of selected Checklist items. Thus, if many checkboxes are selected then all selected checklist items can be Resolved at the same time.

Note: The ‘Resolve’ checkbox for a checklist item will be disabled for unresolved notes where the note is either assigned to a different user (and the current user does not have the ProcedureNoteAdministartor role). User with ProcedureNoteAdministrator role can resolve any Checklist item, no matter who is assignee or author of the checklist item.

Note: Also it is possible to Unresolve checklist item, but it could be done only from the Edit Checklist item window. Here more information.