Task Checklist:


Task checklist refers to the SOP ,ie, the checklist of the process to be followed to complete the task.

In ERPCA, We have divided it into 3 parts for easy and segregated understanding as followed:-

1) Documents Needed

2) Activities Completed

3) Outcome Documents

They have been predefined in ERPCA but can be modified from Workflow>Manage.


1) Documents Needed:


List of Documents Needed refers to the Documents which are required for performing any task. This list will be predefined (As managed in web application through workflow) and resources have to update the checklist of documents when they receive listed documents. A sample is give below for your reference.





 2. Activities Completed:


It refers to the actual activities or steps which your resources have to complete in regards with the task they are performing. Resources have to update the activities by clicking predefined checklist. Mention the time taken,mark it as Yes/No/NA while mentioning it as completed,and click on save to add the total timing which will update the daysheet simultaneously.



3. Outcome Documents:


It refers to the final document which you have to return or share with the clients such as acknowledgement copy, certificates etc. For .eg.



This checklist is visible to the clients as well in the customer portal.They can access the same.