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Checklist Handling

COINS ERP+ > House Sales > Plot Sales > Setup > Dwelling Types

Checklist handling allows you to handle the list of plots that are available for Checklists web and mobile users.

To configure checklist handling:

  1. Click the folder icon to open the checklist you wish to configure.

  2. Click to open the drop-down menu in the Checklist Handling column.

  3. Select one of the five options from the drop-down menu.

    • Blank: Blank is the default option and is considered the same as Include. Plots will always be shown in the Checklists app (web and mobile).

    • Exclude: Plots will never be shown in the Checklists app (web and mobile).

    • Include: Plots will always be shown in the Checklists app (web and mobile).

    • Include (Build Released): Plots with Build Release status ‘Not Released’ will not be shown in the Checklists app until a user releases them to any stage. Plots that have been released will be shown in the Checklists app (web and mobile).

    • Linked: This option is used in the scope of Apportionment Rules. Currently only web users can see linked plots. On mobile, such plots have their own checklists.

  4. Click the Save () button to save the configuration.

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