Custom Checklist

  • Updated

Procurement-Planning-Banner.png

Each procurement process can have a custom checklist applied.

The purpose of the custom checklist is to ensure that specific tasks happen during each stage of the procurement. This works as a catch-all for ticking off items that happen outside of the system.

Here is an example of how the checklist appears on the procurement form:

Screenshot_14.png

A separate checklist will appear in each stage of procurement so you can ensure that key items are checked off at important points throughout the process.