Completing task checklists for case management - HxGN EAM - 12.0.1 - Help - Hexagon

HxGN EAM Help

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English
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HxGN EAM
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HxGN EAM Version
12.0.1

Specify answers to checklist items associated with tasks of a case.

  1. Select Operations > Case Management.

    SHARED Tip You may also complete task checklist items on the Checklist tab of the Case Management Tasks page.

  2. Select the case for which to complete task checklists, and then click the Checklist tab.

  3. Select the Task Sequence of the task for which you will answer checklist item questions.

  4. Answer the checklist item questions.

  5. Optionally, you may add, edit, or view documents attached to task checklist items on the Checklist tab. Click Add/Edit Checklist Item Documents for a selected checklist item to add or edit associated documents.

  6. Click Submit.