Be able to use the Ctrl or Shift shortcuts to multiselect checklist items. We have instances where we have to change a case type but want to keep the current checklist. This usually leads to some checklist items being duplicated and requires us to...
Assign a Task to a Staff Member which creates a Checklist item with Follow Up
Assigning tasks to staff members is a daily occurrence. It would be great to be able to give a task to a staff member and have a way to confirm that the task was completed. Maybe the ability to assign a task by sending a message to a staff member,...
Drop Down Document from Checklist "To-do" option or Task Option
It would be easier if we had an option for a To do task: to generate a merge document, drop down option, of the variety of letters that we have for Non-Rep created as templates in NEOS.
Allow checklist items to be selected individually and copied to another case type in case layout
It would help with time management if you could copy specific checklists items created in one case type layout to add into another layout without having to copy the entire checklist. Not all cases need the same checklist items but then some of the...
For auxiliary checklists the ability to reference a LIM date for a checklist item would be useful because Statutes can be different per case type and different depending on what state the incident occurred. Auxiliary checklists are not tied to a s...
NEOS - Checklist Details to open ONLY when button is selected
The Checklist Item details menu will open any time you click on a checklist item which tends to get into the way. The user would like for the details window to only open when the "Details" button is selected.
NEOS - Add the ability to edit Checklist item instructions from details view
Whenever you add a checklist item from the primary checklist to the current checklist the system should allow users to edit/add instructions of that instance of the checklist item inside of the details pane.
Typically, you'd have to write a check...