4.5.5.1 Completing a Checklist for an Account

To complete a checklist for an account
  1. Open the Customer Service screen and load the account you want to work with.
  2. Click Customer Service tab, Click Checklist sub tab.

    Figure 4-7 Customer Service - Checklists



  3. In the Check List Type field, select the type of checklist you want to complete and then click Load Checklist. The system loads checklist in the Checklist and Checklist Action sections.
  4. Under Action - Regular tab, Click Edit. In the Action field, select an action you want to complete.
  5. Under Action - Document tab, Click Edit. In Document tab, you can track documents pertaining to the checklist type and update the status.
  6. Note your work with the Yes/No/NA option buttons. You can also add comments to each action on the checklist in the Comment column.
  7. Perform any of the Basic Actions mentioned in Navigation chapter. Click Save and Add to add a new record. Click Save and Return to return to the main screen.