Checklist components

The following components are available in checklist documents:

• Procedures - The checklist items that users need to go through and provide responses for.

• Groups and subgroups - To group related procedures.

• Sub-level Procedures - To add sub-procedures to a procedure and create a multilevel structure.

• Response Types - To specify the expected user response. The following table describes the available response types:

  Response type	Expected user response
  Manual	Enter the requested information.
  Picklist	Select one item from the drop-down list.
  Multi-Picklist	Select one or more items from the drop-down list.
  Date	Select a date from the calendar.
  Entity Information	View and verify client data. The displayed information links to Caseware Cloud. The user can edit any incorrect information if needed.
  Contact Information	View and verify client contact data. The displayed information links to Caseware Cloud. The user can edit any incorrect information if needed.

• Guidance - To provide guidance information for the users. For example, to state which document will be available in the engagement file if user answers Yes in this procedure.