Create or Edit a Data Field for Checklists

If you have the necessary permissions, you can create data fields specifically for use in checklists. You can use the same data field in multiple checklists. If you are creating a checklist, it is recommended that you create the data fields before you create the checklist.

To create a new data field for use in checklists or to edit an existing checklist data field, perform the following steps.

1. In Admin  , from the Access Admin Function primary drop-down list select Checklists. From the secondary drop-down list, select Add/Edit Checklist Data Field, and then click Go.

2. In the Add/Edit Checklist Data Field page, do one of the following:

   • If you want to create a new data field, click Add New Checklist Data Field.

   • If you want to edit an existing data field for all checklists that include it, click the Edit Field link for the checklist data field that you want to edit.

     Tip: If the data field is disabled, clear the Hide Disabled check box to display it. If you have a long list of data fields, you can enter part of a data field's name in the Field search box and click Search to filter the list.

3. In the Add Checklist Data Field or Edit Checklist Data Field page, enter a descriptive name for the data field or ensure that one is already displayed if you are editing an existing data field. This name will be displayed to users as an option to select when they are viewing the list of available checklist data fields.

4. Specify the type of data field by selecting OK NOK NA Choice, Check Box, Drop down, Text, or Separator. If you select Drop down or Separator, a Values tab is displayed.

5. If you are configuring a Drop down data field, do the following in the Values tab.

   1. Click the add/delete values link as needed to add or remove available values for the data field.

   2. For Display, select the order in which available values should be displayed, either Alphanumeric or List Order. If you select List Order, arrange the available values in the desired order.

6. If you are configuring a Separator data field, in the Values tab, the color of the separator is displayed as a color sample in a box and as a hexadecimal color value. To change the color, click the color sample box, and in the color selection dialog box either select a color or enter a hexadecimal color value and click .

7. If the data field should have accompanying help text or an image displayed, select Help Text?, enter text, and add images as needed.

8. If the data field should be displayed in the list of checklist data fields available to users, ensure that Enabled? is selected. If the data field should not be displayed to users, clear the check box.

9. If the data field should be required and is not a separator, ensure that Mandatory Field? is selected. If the data field should not be required, clear the check box.

10. Click Confirm to save your changes to the data field.

The checklist data field is created or changed according to the selections that you made and is displayed in the list of checklist data fields on the Add/Edit Checklist Data Field page.

Tip: If the data field is disabled, you can clear the Hide Disabled check box to display it.