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e-Checklist Custom Submission Titles

Written by Human-Focus

Overview

e-Checklists support two submission types:

  • Single Submission

  • Multiple Submission

You can now add a custom submission title before starting an e-Checklist. This makes it easier to identify individual submissions and search for them in e-Checklist Reports.

How It Works

When you start an e-Checklist, you will be prompted to enter a Submission Title before opening the checklist.

The behaviour differs depending on the type of e-Checklist.

Single-Submission e-Checklists

For single-submission e-Checklists, entering a submission title is optional.

  • You can enter a custom title to help identify the submission.

  • If you do not enter a title, you can continue with the checklist as normal.

  • Existing functionality remains unchanged.

Multiple-Submission e-Checklists

For multiple-submission e-Checklists, entering a submission title is mandatory.

  • A submission title must be entered before the checklist can be started.

  • This replaces the previous process where the title was entered as a question within the checklist.

  • Only the location of the field has changed; the title continues to be stored and displayed in the same way.
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Viewing the Submission Title

Once the checklist has been submitted, the custom submission title is displayed beneath the main e-Checklist title, making it easier to distinguish between multiple submissions.

Searching by Submission Title

The custom submission title is available as a search value within e-Checklist Reports.

This allows administrators and managers to quickly locate specific checklist submissions using the title entered by the user.

Benefits

  • Add meaningful titles to identify checklist submissions.

  • Easier to distinguish between multiple submissions of the same checklist.

  • Improved searching and filtering within e-Checklist Reports.

  • A simpler and more consistent submission process for both single and multiple-submission e-Checklists.

Note: Existing e-Checklist submissions and historical data are not affected by this update. Only the location where the submission title is entered has changed for multiple-submission e-Checklists.

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