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Configuring checklist default settings in Assurance
Who is this article for?Administrators who want guidance on configuring checklist default settings in Assurance.
Administration access is required.
As an administrator, you can configure the default checklist settings for all new checklists created in Assurance.
1. How to adjust the checklist default settings?
To adjust the checklist default setting, select on the Administration Gear Wheel and select Checklist Settings under the Checklists section. Select on the Default Settings tab.
2. How do the checklist default settings work?
- Organisation Checklist Default Settings: You can configure Checklist Defaults for the entire organisation. These will be copied to every Checklist created.
- Checklist Default Settings: Each Checklist in Assurance has Default Settings which are copied from the Organisation Checklist Defaults above. They can be changed at any time.
- Checklist Assignment Settings: In turn, all Checklist Assignments settings are copied from the Checklist Default settings above when a new assignment is created. These can be individually tweaked under the Assignment Settings on the Checklist Assignment level.
Default settings ensure that these defaults are consistently applied across your Checklist assignments, but at the same time they give you the flexibility to change them at the Checklist or the assignment level.
For example, if Contract Performance Reviews are required typically on an annual basis, you can create a new checklist "Contract Performance Review". You do not have to assign this checklist immediately but in the future when this checklist is assigned, any default settings you have configured for this checklist will apply but can be changed for each assignment if required.
Please note
If the Organisation Default Settings or the Checklist Default Settings are changed, they will only apply to Checklist or assignment created from that point forward and not retrospectively. Assignment settings can be changed at any time and will apply to the assignment immediately.
3. How to configure the checklist default settings?
| Default Settings | Description |
|---|---|
| Category |
Select the default category which you would like all checklists to fall into. |
| Repeat |
If you select on Repeat, you can choose the typical frequency of recurrence of the checklist. |
|
Escalation Notifications
|
You can choose other users to be notified if the checklist is not completed on the due date and you can give responsible users grace days before the escalation notification is sent to the escalation users. |
| Notification On Assignment |
You have the option of selecting whether the notification on assignment is sent immediately or as part of the batch overnight email. You can choose to not notify on assignment by choosing "none". |
| Notification On Progress |
You have the option of selecting which users will be notified when the checklist has been updated. Either a designated escalation user or if the checklist is linked to a form, the person responsible for the form. |
| Notification On Completion |
You have the option of selecting which users will be notified when the checklist has been completed. Either a designated escalation user or if the checklist is linked to a form, the person responsible for the form. |
| Notification Before the Due Date |
If you select this option, the responsible user will receive reminder notifications prior to the due date. That can either be a once off or if you select repeated, they will receive email reminders 5 weeks before on a weekly basis for example. Reminder notifications may be processed prior to the due date and updates made to the task after it has been processed will not be reflected in the reminder notification. For example, a task completed shortly before the due date may still appear as overdue on the reminder notification. Users should check their To Do List for the latest updates. |
| Notification After the Due Date |
If the checklist is overdue, you can select the option of how frequently the responsible user will receive reminder notification. |