Manage Close Contact Checklist

Navigation

• Click your initials on the top right in the header

• Click "Admin" in the Dropdown

• Click "Close Contact Checklist" under Settings

Close Contact Checklist

Add New Checklist Item

• Click the blue "+ New" button. Select a Checklist Item, a Type, if it shows for Incomplete Calls, and if it is Required for Incomplete Calls

  • Checklist Item options = Demographic Survey Check, Intake Survey Submitted, Select Contact Source, Add Contact Tags, Select Inquirer Served, Select Service Provision, Select Primary Need

  • Type options = Required, Optional

• When Show for Incomplete Calls is checked, select options to add to the Incomplete Call Check

  • Only the selected options will appear in the dropdown when closing a Contact from the Select a Profile page

Manage Existing Checklist Items

• Navigation

  • Use the "Previous Page" and "Next Page" options to scroll through the different pages of Inquirer Served Options

  • Use the "Filter" next to "Name" or Type to search, sort A-Z, or sort Z-A on the current page

• 2 Options when managing existing Inquirer Served Options

  • Edit

    • Edit the settings of the existing Checklist Item

  • Delete

    • Remove the existing Checklist Item from the Checklist

User Feature

Users will see this feature in the Header of an Open Contact. See Close Contact Checklist for more information