In ERPCA, We have the option to import the checklist in excel for workcategories. This module is applicable for newly created workcategories only. This module will allow you to upload checklist of workcatgories where there has been no checklist uploaded in past.


1.Select Workflow and Navigate to Edit Workflow

2.Click on Import Checklist

3.Download the templates whether it is for documents required, activities or outcome documents

4.Fill the template and select the respective department, workcategory and checklist type and upload the the template filled.


Following youtube videos and screenshots will help to explain the process.





Navigation: Workflow -> Manage - > Import Checklist(s)





Refer video for more detail