Using the Checklist Tab

The Checklist tab for a Student shows a list of tasks/activities that must be completed relating to that student. The list of items are completely configurable.

Setting up the Checklist

Before you can add items to the checklist you must set the categories and items in Standard Values.

There are two areas you need to set up for the Checklist: the category and the checklist options (items).

Navigate to Administration > Standard Values and locate the Student Values panel.

First open the Checklist Categories option...

...and click Add Value to add a new category.

Next you can add items for the list by opening the Checklist Options section...

...and clicking New Checklist Item to add a new entry.

This will open up a window where you can fill in the Title, Category and Description for this Checklist Item.

At the bottom you will see the Add to New Student tick box. Ticking this will add this item to the checklist automatically for any new student you add. 

Adding/Completing Checklist items

Navigating back to the Checklist Tab within a Student Record: Student > Find Student > Select Relevant Student Record > View Student

Back on the Checklist tab, click Add Item to select a new Checklist item to list on the Student Record.

Here, you can select the Category and as many Options as you wish to add.

This will now be listed on the Student's Record. You can add any comments using the Notepad Icon, delete the item using the Trashcan Icon, or complete the Checklist Item by clicking the Tick Icon.

Ticking the Item will mark it as complete, including the date it was ticked and by whom.