Performing Auxiliary Functions
The Checklist function enables you to view and maintain a list of administrative tasks, such as running the roll, printing a recall list, and so on, to be completed on a daily, weekly, or monthly basis. You can automatically carry out many of the items on the list from the Checklist window. Click here to view a list of these items.
After performing a task, mark the task as completed. The software records your name, as well as the date and time you completed the task. This enables the office to keep track of what tasks still need to be done and which staff members have completed specific tasks.
You can also use the Checklist function to add your own tasks to the list to suit the specific needs of your office and staff.
To access the Checklist function from the main menu, click the Checklist button, or select Functions > Checklist from the menu bar. The Checklist window for daily tasks is displayed.