Checklists

The content of this article

• Create a checklist

• Assign a user group to a checklist 

• Create a registration on a checklist

Create a checklist

Purpose

Create a checklist, so it's easy to create registrations. 

Background

You can create your own checklists for a Connex Project so that project participants can create registrations for the checklists.

Things you should be attentive to

• You must assign a user group access to the checklist before they can create records. Follow this guide.
• You must be a project administrator to create checklists.

How to

1. Open a Connex Project
2. Go to the module "Project administrator"
3. Click the tab "Checklists" 
4. Click the button "Create checklist"
5. Enter a name, select a category and a trade
6. Click "Create"
7. Use drag and drop to drag fields into the overview. Click on a field to change the settings and setup of the specific field.
8. Remember to assign a user group access to the checklist (click on the name of the checklist to set this up) 

Assign a user group to a checklist

Purpose

Assign rights to a checklist.

Background

You must add a user group to a checklist in order for the user group to be allowed to create registrations.

Things you should be attentive to

• You must be a project administrator to be able to add a user group to a checklist. Guide: Create a user group.

How to

1. Open a Connex Project
2. Go to the module "Project administrator" 
3. Click the tab "Checklists" 
4. Open a checklist
5. Select a user group in the settings

Create a registration on a checklist

Purpose

Create listings for a specific checklist.

Background

You can create registrations on a checklist if you are a member of a user group that has access to the checklist.

Things you should be attentive to

• You must be a member of a user group that has access to the checklist in order to create registrations.
• You must be a project administrator to be able to add a user group to a checklist. Guide: Create a user group.

How to

1. Open a Connex Project
2. Go to the module "Checklists"
3. Click "Add registration"
4. Fill out the fields
5. Click either "Save" or "Close registration"