Checklist Instance Search and Due Dates

The search field allows you to search specifically for Activated Checklist Instances that are still active, completed, or abandoned.

If the instance contains a step with a due date you will also be able to see the due status of the instance.

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Instances will now show with two different color indicators on them.

The vertical line on the left of the instance result tells you the overall due status of the checklist.

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The due status of individual steps with a due date is shown in the top right corner of the step indicator.

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Select the step to reveal further details

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Hover over the On Time / Overdue indicator to see further information

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Dark Green: Steps that show a dark green vertical line are Confirmed and On Time.

Light Green: Steps that show a light green vertical line are Unconfirmed and On time.

Orange: Steps that show an orange vertical line are Unconfirmed and Overdue.

Red: Steps that show a red vertical line are Confirmed and Overdue.

 

You may also wish to check out the related guides below:

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