Data Checklists
Overview
A Checklist system is provided to manage the data integrity of your Customers, Suppliers and Items.
A Data Filter named Data Integrity (All (default), Passed, Failed) is also available in the List View. This helps you to easily find the items that need attention.
A Checklist field that displays the checklist in an array of colour-coded items, is displayed in the modules List View. This field is only populated when you filter on Data = Failed.
Checklist Items contain the following fields:
Description
Code - Used in the condensed views
Type - Options include:
Manual - The Item needs to be manually checked.
Auto - This type uses SQL to test if the Item's conditions are met. The SQL must always return two fields - VALUEID (Integer: 0=False, 1=True) and NOTE (string). If a Note is not required, you can pass a NULL value to the note field. A parameter :ID can be used in the SQL to reference the transaction values.
Override - This works the same as Auto except that approved users, can override these items when the SQL does not approve them. Approved users are also allowed to Cancel the overrides.
Updated - The Date and User that last updated the Item.
Working with Checklists
If a Checklist has been created, it is displayed in the right panel of the Editing View and can be toggled on or off using Approve (Button) > Show/Hide Checklist.
Users with editing access to the module are able to update the Checklist.
Double-click on a Checklist Item to toggle the Status or click the menu column and click on the Pass or Fail menu items.
Checklist Items in the right panel contain the following fields:
Status Icon - Pass (Green / Fail (Red)
Type Icon - A (Auto), 0 (Override), M (Manual)
Code
List View
A Data filter allows you to select All, Pass or Fail. When Fail is selected, the Checklist column displays the approval progress.
Select Actions (Button) > Update Checklist to update multi-selected Items. This action will update the checklist from the setup and approve the Auto/Override items in the checklist.
Editing View
When a Checklist has been linked to the Module, the Approve button is enabled. Click the Approve button to
Select Actions (Dropdown on Actions Button) > Update Checklist to update the checklist from the setup and approve the Auto/Override items in the checklist.
Setting up
Items List View > Menu (button) > Edit Classes
Customer List View > Menu (button) > Edit Checklist
Suppliers List View > Menu (button) > Edit Checklist