The Multi-step checklist task is the functions the same way across all Appraisal types but the content varies for each appraisals checklist. On the left side of the page is the table of contents, on the right, the section detail. Each section has checklist items that have statuses which need to be set. 



To set the status for a checklist item select the picklist and select from one of the options (typically: Incomplete, Yes, No or N/A).


To set the checklist item status for all items within a category select the wrench icon at the top of the section (to the right of the section name). This will open a modal window where you can select the status to be applied to all items in the category.

When all checklist items have been completed, the user can set the Task status to Complete (bottom left hand corner of page).