Checklist Management

Learn about managing Checklists and Checklist Items

Maica Client Care offers the ability to configure checklists and associated checklist items as shown in the screenshot below.

A checklist is a set of items (Checklist Items) that is presented at either the time of Appointment Check-in or Check-out. Once a checklist has been associated with an Appointment, each checklist item is copied across to the Appointment to create a unique version for progress tracking.

Field Name	Description
Checklist Name	The name of the checklist which must be unique across all checklists, as this serves as the Id of the checklist.
Number of Items	A formula field which calculates the total number of checklist items associated with the checklist.
Show Checklist Item Notes	Maica Client Care optionally shows a dialog prompting the user to enter additional notes for each checklist item. This field either enables to disables this function.
Start Date	The start date of the checklist which is an optional field.
End Date	The end date of the checklist which is an optional field.
Create during Quick Complete	It is optionally possible to create each checklist item during the quick complete process when managing Appointments rather than just during the check-out process. This field either enables to disables this function.
Default Checklist Item Status	This determines the default status applied when creating checklist items for an Appointment.

Field Name

Description

Checklist Name

The name of the checklist which must be unique across all checklists, as this serves as the Id of the checklist.

Number of Items

A formula field which calculates the total number of checklist items associated with the checklist.

Show Checklist Item Notes

Maica Client Care optionally shows a dialog prompting the user to enter additional notes for each checklist item. This field either enables to disables this function.

Start Date

The start date of the checklist which is an optional field.

End Date

The end date of the checklist which is an optional field.

Create during Quick Complete

It is optionally possible to create each checklist item during the quick complete process when managing Appointments rather than just during the check-out process. This field either enables to disables this function.

Default Checklist Item Status

This determines the default status applied when creating checklist items for an Appointment.

Checklist Item

Each checklist will have at least one checklist item which is copied across to an Appointment at the time of checking into an Appointment.

Field Name Description

Field Name	Description
Checklist Item Name	The name of the checklist item which also serves as the description being presented to the end user when checking in or out of the Appointment.
Checklist	The associated checklist.
Execution Sequence	This determines whether the checklist item is presented at either check-in (`Before`) or at check-out (`After`).
Category	A configurable list of categories to further classify the checklist item.
Excution Order	The sequence in which checklist items are being presented to the end user.
Further Information	A URL to information that can be presented to the end user at the time of checking in or out of the Appointment.

Checklist Item Name

The name of the checklist item which also serves as the description being presented to the end user when checking in or out of the Appointment.

Checklist

The associated checklist.

Execution Sequence

This determines whether the checklist item is presented at either check-in (Before) or at check-out (After).