Checklist Summary

A checklist is automatically generated based upon answers to specific questions from the Sponsors and site applications. The checklist identifies supplemental documents that need to be submitted to the state. The Checklist feature allows Sponsors to keep track of documents and their dates of submission. State users use this feature to identify when documents have been received and to denote the status of the documents.

Accessing a Checklist

On the blue menu toolbar, select Applications to access the menu screen.

On the menu, select Application Packet. The Application Packet screen displays.

Select Checklist Summary.

Viewing a Checklist

On the blue menu toolbar, select Applications to access the menu screen.

On the menu, select Application Packet. The Application Packet screen displays.

Select Checklist Summary.

Select the Sponsor or Site whose checklist you wish to view. The Checklist screen displays.

Updating a Checklist

On the blue menu toolbar, select Applications to access the menu screen.

On the menu, select Application Packet. The Application Packet screen displays.

Select Checklist Summary. The Checklist Summary screen displays.

Select the Sponsor or Site whose checklist you wish to update. The Checklist screen displays.

Identify whether the document has been submitted and the submission date. The Date Submitted field automatically defaults to the system date. This can be changed by the user. A checklist is not considered complete until all checklist items are identified as having been submitted.

Select Save. 

Uploading an Attachment to a Checklist Item

Select the paper clip. The Checklist File Upload Details screen displays.

Use the Browse button to select the file to upload. Enter a brief comment (field is not required).

Select Save.

Enter Internal Use Only Information

On the blue menu toolbar, select Applications to access the menu screen.

On the menu, select Application Packet. The Application Packet screen displays.

Select Checklist Summary. The Checklist Summary screen displays.

Select the Sponsor or Site whose checklist you wish to view. The Checklist screen displays.

Select INTERNAL USE ONLY on the Edit menu in the top-right corner.

Identify if the document was received by checking the “Document on File” checkbox. If the checklist item has been reviewed, select Status and Status Date.

Select Save Internal Use Only to receive a confirmation.

Select <Edit to return to the previous screen or select Finish to return to the Checklist Summary screen.