Add a checklist to a workflow task

If a workflow task includes more than one step, use a checklist to record the steps.For example, a task for admission can have steps to complete a consent form and to get necessary patient information.

Make sure that the applicable flowsheet has a workflow task.

To add a checklist and checklist steps, do this procedure.

Note: ERROR - unresolved reference (smartflow-task-reusables-1)

Go to the whiteboard of the applicable patient.
Select the applicable patient card.
SmartFlow shows the patient's flowsheet.
Select SHOW WORKFLOW.
SmartFlow shows a WORKFLOW pane.
Select the plus button of the applicable workflow task.

Tip: To show the plus button of a workflow task, you must hover over the workflow task.

SmartFlow shows an Add Item dialog box.
In the Name box, select the applicable parameter.
Select Add.
The checklist has the step.
To add more steps to the checklist, select the plus button of the workflow task again.
Select ADD ITEM.
SmartFlow shows an Add Item dialog box.
Find and select the applicable parameter and select Add.

The workflow task has the checklist. In the bottom-right corner of the workflow task, SmartFlow shows the number of steps in the checklist.
Number of steps of a workflow task

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Add a checklist to a workflow task

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