Back to Home

Back to SAM3 Menu

Checklist Setup

Table of Contents

Overview

After adding topics in the Topic Setup menu, they must be assigned to a new or existing SAM3 checklist.

Back to top

Creating a New Checklist

In the sam4_ChecklistSetup page do the following:

  1. Click the "Add New Checklist" link button.

  2. Fill out details for the checklist and click "Insert". Note that "Checklist Title" is a required field.

  3. Assign topics to the checklist by clicking the "Insert" button for any number of unassigned topics for the selected checklist. If there are a large number of topics in the unassigned topics list you can use the search box to filter based on topic name.

  4. Change topic order (optional) by clicking the "Edit" button for topics in the assigned topics list. This will be the order in which the topics appear on the checklist.

  5. Assign any number of users to the checklist in the Group Management page of SAM3.

Back to top

Editing an Existing Checklist

In the sam4_ChecklistSetup page do the following:

  1. Click the "Select" button for the checklist you wish to edit.
  2. Click the "Edit" button at the bottom of the details view entitled "Checklist Details".
  3. Make your changes and click "Update".

Back to top

Relevant Files

SQL

Tables

Stored Procedures

C Sharp

Back to top

Demo

Capture.PNG

Fill out Details for the Checklist

Capture.PNG

Assign Topics to the Checklist

Capture.PNG Capture.PNG

Change Topic Order

Capture.PNG Capture.PNG

Back to top