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Checklist Response Template
Checklist Response Template
Response Templates are a group of defined responses under a given title, so the appropriate available responses can be assigned easily to the Checklist Items.
Procedures
Creating A Checklist Response Template Group
- From the Groups list, select a Response Template Group.
Click New. Select Yes to add the group as a subgroup of your selection, or No to create it at the same level.The Group dialog will be displayed.
- Enter the details.
- Click OK. The dialog will close and a new group will be created.
Creating A Response Template
- From the Groups list, select a Response Template group. The Response Template list will be updated.
- Click New. The Response Template dialog will be displayed.
- On the General tab, enter required details.
- Select the Responses tab.
- In the Toolbar, select the New Item button. The Select Checklist Response dialog will be displayed. From the list, select the response to be included in the template. Repeat until all are selected.
- Click OK. The dialog will close and a new Checklist Response Template will be created.
The Copy button can be used to create a new duplicate Response Template. From the Response Template list select the record to be copied followed by the Copy button.