Using the Job Checklist

The job checklist brings the firm’s Checklist into a single job, so each point can be confirmed and each stage signed off.

1.    Open the job and go to Job Setup, then Job Details.

2.    Switch on the Checklist.

3.    Open Ziffy and select the Checklist tab to work through the points.

The job’s checklist is created when the job is set up, or when the checklist is switched on. It uses the points, stages and sign-off roles set in Firm Settings, then Configurations, then Checklist.

How to access: Job Setup, then Job Details, then Checklist; then Ziffy, then Checklist.