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Checklist Report Categories

For reporting purposes, admissions managers can group similar checklist steps together (if the steps appear on multiple checklists). The "Checklist Item Details" report allows admissions managers and staff to view if checklist steps have been completed/waived on an individual checklist (e.g. General Checklist, International Checklist). Or, if admissions managers have created a checklist steps category, the report allows managers and staff to view if checklist steps have been completed/waived across all checklists that are part of the category.

To add checklist report categories:

  1. From the persona menu, select onBoard.

  2. Select Checklist under Settings

  3. Select Report Categories.

  4. Select Add.

  5. Enter the category name.

  6. Select the checklist steps that belong in the category.

  7. Select Save and Close.