How do I print a checklist? (2024.08)
Printing a steps checklist to paper or saving it as a PDF gives you another way to work with the steps checklist. Printing a steps checklist allows you and the other users who will be working on the steps checklist to review any changes to the checklist. And the steps checklist history will show you which user completed a step and when the user marked it as completed, so you can follow-up later with the user if you need to.
Master report definitions:
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Checklists [Caselle Master]
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Checklist history report by completed date [Caselle Master]
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Checklist history report by frequency date [Caselle Master]
Printing a checklist to paper
Take the electronic checklist that displays in the Checklist pane and send it to the printer to print it on paper. You can use the printed checklist as a worksheet so you can see all of the steps and notes for each step in the checklist. As you work through the checklist, you can check off the steps and mark them as done.
Do this...
1. Click the mini-menu button on the Print button.
2. Select Print Checklist.
Printing a checklist history
If you need to find out who completed a step or when a step was completed, print the checklist history.
Master report definitions:
-
Checklist history report by completed date [Caselle Master]
-
Checklist history report by frequency date [Caselle Master]
Do this...
1. Click the mini-menu button on the Print button.
2. Select Print Checklist.
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How do I print a checklist?
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