I would love to comment on this. However, I’m looking for instructions on the purpose of the checklists. It’s a little confusing.
@mlsully2002, I would love to see something like @GambrillWagner suggested, but the checklists need to be defined somewhere, please (user guide).
Otherwise, this is what I see from Mr. GambrillWagner’s suggestion.
Checklist for something that has many tasks/steps to be done by many people. This would cover the registration process or event proposal process or event planning process. These difference process checklists can be set up as a master list/template. Then you can create a real checklist from the template for, example, planning a camp out and assign the entire thing to one person or each step to a different person.
For registration, you can create the template to include all the documents and the process steps that take place after the documents are complete. You could make it so that you can assign someone when you create the template or when you create the checklist from the template.
When a new family joins, you create a checklist from that template entitled “LAST-NAME” as the title. The documents would all be assigned to a person in the family and then each step would already be assigned to the registrar.
Same thing for planning a campout… Create the template with all the necessary steps and make any assignments that can be made. Create the checklist for Tenderheart camp out and assign the Unit Leader or the Camp Coordinator or some other adult that stepped up for any steps required to plan the camp out.
Does this make sense?
Then you could have a portion of the dashboard showing the family anything needing their attention based on the checklist. You can also create a report based on checklist, task/step, assignment.
Otherwise, I would like to see a User Guide on Checklists because, the way it is now, doesn’t make a lot of sense to me.
Thanks so much!!!