System Parameters - Creating Check List Items

System Parameters - Creating Check List Items

Info
This article is part of the System Parameters section.
Find all related articles here:
Check List Items are used in the development Check List tab to create checklists to assist with the development onboarding process.

You can customise the items that you want to appear in the checklists.

To access the Check List Items settings:
  1. Select System from the toolbar.

  2. From the dropdown, select System Parameter.

  3. Finally, select Check List Items.

This will open the Check List Item window, where you can add new items or delete items, as required.



    • Related Articles

    • System Parameters - Creating Charge Headings, Charge Types and Budget Headings

      This article is part of the System Parameters section. Find all related articles here: System Parameters Charge Headings Charge Headings group multiple Charge Types, allow you to assign a priority, and determine the order in which they appear on the ...

    • System Parameters - Creating Memo Types

      This article is part of the System Parameters section. Find all related articles here: System Parameters Memo Types enable you to categorise memos systematically based on their purpose or subject matter. This ensures that all recorded memos are ...

    • System Parameters - Creating Development Roles

      This article is part of the System Parameters section. Find all related articles here: System Parameters Development Roles allows users to create new roles (in addition to Property Managers and Credit Control Managers) and assign users to these roles ...

    • System Parameters - Creating Priority Codes for Jobs

      This article is part of the System Parameters section. Find all related articles here: System Parameters Priority Codes allow you to set the time frame within which jobs must be completed. This information is passed on to the contractors, enabling ...

    • System Parameters - Creating Charge Date Codes

      This article is part of the System Parameters section. Find all related articles here: System Parameters Charge Date Codes are essential for linking developments and billing dates throughout the system. Each development, as well as each charge or ...