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Visit Checklist Items Screen
- 27 Feb 2023
- 1 Minute to read
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Visit Checklist Items Screen
- Updated on 27 Feb 2023
- 1 Minute to read
- Print
- PDF
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The visit checklist item screen enables you to create and manage individual items that can be used to compose a visit checklist item.
| Screen Element | Description |
| Visit Checklist Item Name* | The name provided to classify the task of the visit checklist item. The maximum character limit is 250 characters. |
| Branches* | Enables you to specify the branch for which the visit checklist item is applicable. More than one branch can be individually selected. |
| Division(s)* | Enables you to specify the division for which the visit checklist item is applicable. More than one branch can be individually selected. |
The following screen elements are shown in the header of the screen and are available from either tab.
| Screen Element | Description |
|---|---|
| Delete Icon | Clicking this icon deletes the visit checklist item. If the visit checklist item has already been referenced, this icon will be disabled. |
| Save Icon | Saves any changes for the visit checklist item and takes you back to the previous screen. |
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