Add a checklist to a workflow task

If a workflow task includes more than one step, use a checklist to record the steps.The checklist also helps other staff to know about the different steps of the workflow task.

Make sure that the applicable flowsheet has a workflow task.

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

Note: You cannot use the SmartFlow iPad app to do this procedure. You must use the SmartFlow web app.

Go to the whiteboard.
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.
Use the Enter a name here box to find and 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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