Page Comparison

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From main menu:

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Add/edit checks & agreements

From Setup Checks/Agreements screen:

To add a new checkscheck

Click the Add button (top left)
This - this action clears the right side of the screen, ready to add the new check details
For information on how to configure a new check/agreement, see relevant section below for the check/agreement type you are adding
Click Save (top right)

To edit an existing check

Select the check on the left
Make changes on the right
For information on how to configure a check/agreement, see relevant section below for the check/agreement type you are editing
Click Save (top right)

Tip
For checks: when hovering over a check on the left, a double-headed arrow icon is displayed to the left - the order of the checks can be changed by clicking and dragging this icon

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Info
For information on user functionality for renewal checks, click here: Standard format checklist available for renewal negotiation checks - configuration option

From the Setup Checks/Agreements screen: Select Renewal Checks
Code	Leave blank - code will be automatically added when saving
Inactive	If a check is no longer in use, select the check type on the left of the screen and tick the Inactive box, top right (checks cannot be deleted)
Name	Text displayed to users in the check screen
Offices	Choose which offices can use this check - leave blank for all
Allow user to edit/delete	When ticked, users can make changes to the title of the check and also remove it - unticked means the check cannot be changed or removed
Enable required by date	When ticked, a ‘required by' date can be added to the selected checklist item - when a date is entered, the item can be reported on by ‘required by’ date, allowing overdue items to be identified, as outlined in the Knowledge Base guide: Set 'required by' date on checklist items to identify overdue items - configuration option

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