Checklists

HubSolv provides users with the function to create checklists, whereby they can create a list of items required for a particular case; or a series of Yes/No questions which could be useful for a fact find if the fields do not already exist within your HubSolv. 

To create a checklist go the checklist icon in the left hand navigation

From here you can build a new checklist-

• You must name the checklist and add a brief description under the description.  

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Once you have created your checklist, you can then enter as many options as you require using free format text on the blue tabs on the left hand side.   If the point of the checklist is to monitor the return of documents then you can enable the ability for attachments to be uploaded.

Next; go to the client list, and enter the client file you want to work on; from here go to the “checklist” tab;

 “add checklist” - Select what checklist you want to use from the drop down list (which contains the list of checklists you have created)

enter in a due date – this is a great time management tool as ensures you obtain all of the necessary client information within a given time frame.

This will then bring you to the checklist page; on the left hand side it will identify what you require off of the client (for example; two utility bills) whilst the right hand side (if you had selected “allow file uploads” ) will enable you to drop files into the checklist- then the green tick will appear to show that the checklist item has been completed.

All client files can be found in the root folder in the client files section of the client record.

It is also possible to pull through the contains of any checklist into any of your documents such as a fact find by using dynamic fields.  

For more assistance on checklists please contact [e-mail]