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Checklist Handling

Written by Arthur Ashdown

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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