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Much Needed Changes to the Neos Checklist

Change it so that the checklist automatically refreshes. Having to click the refresh button every time a change is made is a pain. Being able to do this with a key stroke, ctrl-s in Needles, is much easier. When the checklist is refreshed, have it...
Guest over 2 years ago in Checklist 0

Please change the checklist back to the way it was prior to this new UI update.

Adding notations to checklist items is very painful now, and if the notation is too long, you can no longer click a checklist item to see the full notation. If the note extends past the field of view, there is NO WAY to see what the rest of the no...
Guest over 3 years ago in Checklist 0

Checklist Items Automatically Marked N/A once Case is Closed Out

The checklist items should automatically mark themselves as N/A or no longer be active once a case has been marked in CLO status and closed out.
Guest almost 3 years ago in Checklist 2

Open Checklist Summary

Allow Open Checklist Summary end date to be selected without setting a beginning date. You can set a beginning date without an end date; why not be able to set an end date without having to set a beginning date.
Guest almost 2 years ago in Checklist 0

When changing the staff assigned on case screen, would like the checklist items that are open to update to the new assigned staff.

Would not have to go to the checklist and change initials for the new assigned staff for that position.
Guest almost 2 years ago in Checklist 0

Checklist Summary report should default to the staff that is logged in

When running the checklist summary the user that is logged in should be the default selection when running the Checklist Summary report. Currently, I have to de-select the first staff code in the list and select myself. I would normally run this r...
Guest almost 5 years ago in Checklist 1 Already exists

Neos - Checklist Summary Should have a 'Default' Filters button

The Checklist Summary Report should ahve a 'Default' filters button that defaults to staff and today's date in case the staff member accidentally clicks the 'clear filters' button.
Guest over 3 years ago in Checklist 0

Checklist Summary - Trailing Time Frame

When loading the checklist summary, it would be helpful to have the options of "past month", "past 3 months", etc. automatically update when bringing up the summary, a "trailing" time frame, if you will.
Guest about 2 years ago in Checklist 0

Checklist sorting when marking items done

In Needles 4, when you save the change(s) to the status of a checklist item, the checklist window stays with the top of the list. In Needles 5, the checklist window scrolls to the item that was changed. If I mark a parent item Done, I want to make...
Guest over 4 years ago in Checklist 0

Neos - Highlighting Searched Words/Terms/Phrases

Users would like the functionality for Neos to highlight the searched word/term/phrase within Neos wherever they are able to search, i.e. Notes, Documents tab, etc. In the attached files, I manually highlighted what word I searched for and where i...
Guest about 3 years ago in Checklist / Search 0