Checklists and Assignments
Sage Intacct Checklist feature allows the Assignment of tasks to ensure required actions are completed. A checklist is a simple task to-do list that assigns tasks to users so that track task progress. Checklists allow you to manage processes consistently across your organization, helping to improve the quality of the process outcome.
The Intacct PSC environment uses checklist assignments to facilitate setup and configuration. Checklist tasks will be created on behalf of each parish entity and assigned to the lead business user for that parish.
Steps
View Checklist Assignments
Checklist assignments can be viewed from either the PSC Home Page dashboard or by navigating to the checklist assignments view page.
Checklist assignments via PSC Home Page dashboard
- The PSC Home Page dashboard lists the outstanding checklist assignments for the parish entity.
- Navigate to: Applications -> Dashboards -> PSC Home Page
- Click the magnifying glass icon from the Working Assignment section
Figure 1 - PSC Home Page with Checklist Assignments
- Manage the checklist assignment tasks
- A pop-up window is displayed containing a list of the parish entity’s outstanding tasks.
Figure 2 - Checklist Assignment Tasks
Checklist assignments via List View page
- Navigate to the checklist assignment page
- Select the Company application
- Select the All tab
- Select the Assignments option
Figure 3 - Checklist Assignments
- Manage the checklist assignment tasks
Figure 4 - Checklist Assignment List View
Manage Assigned Tasks
- View the list of task assignments and select Edit for the task to be updated.
Figure 5 - Edit Task Assignment
- Update the checklist task progress
- Set the Assignment status to indicate the status of the task
- Define the Percent complete to indicate the task’s progress
- Set the Actual end date once the task is complete
Figure 6 - Update Task Progress
References