The Workflow Type Settings for each checklist determine where the incoming reports will be displayed. To update a checklist so that its incoming reports appear in a specific module, follow these steps:
Steps to Update the Checklist:
-
Login as System Administrator
Ensure you're logged in with System Administrator access. -
Navigate to Settings
Go to Settings > Workflow Admin > Workflow Types. -
Edit the Workflow Type
Find and select the checklist (workflow type) you wish to update. Click Edit. -
Select the Module
In the workflow type settings, choose the appropriate Module where the incoming reports should be displayed. -
Click 'Save'
After selecting the module, click the Save button to apply your changes.