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Checklists in Review Moment

Checklists in Review Moment

Has anyone configured/added or does the capability exist to configure/add a checklist to a service that can be used during the review moment?  If so, how?  Thanks.

2 Replies 2

James Fuller
Level 1
Level 1

The only way I know of to do something like a checklist is to use a dictionary with system moments set to only allow input during the Dept/Service Review.  Then set your form on the dictionary to have required checkboxes for your checklist.

Otherwise, I don't believe there is a way to add a task checklist to the Review task.

Emir E
Level 1
Level 1

we stopped using checklist as we suspected issues when checklist items follow an SL integration