> ## Creating Checklists

> Especially in the case of a clinical study, it is important to make sure records saved in AudBase meet certain minimum criteria. For example, you would want a new subject record to have at least a first and last name before it can be saved. To simplify and enforce this process, AudBase allows the administrator to create Checklists that will review a data entry form when it is being saved, and prompt the user if any of the minimum information is missing.

> Checklists are built from Saved Searches in the same way you build a Sequential Search (see Search/SeqSearch-Checklist). But instead of using the search to find all the records meeting certain criteria, you use a Checklist search to ensure that a new record being saved in AudBase meets certain criteria to begin with.

> To create a Checklist
> 1. Using the Search form and New Query form, create one or more Saved Searches that define the criteria for your Checklist.
> 2. From the Preferences form, select Search/SeqSearch-Checklist.
> 3. Click on the Checklists/Sequential Searches list item in the right-hand box.
> 4. Click New Checklist/SeqSearch.
>    The Sequential Search/Checklist creation form appears. On the left, a list contains all Saved Searches in the database, organized by table. An item with a plus sign or arrow contains a sublist of Saved Searches.
> 5. Open the sublists and find the Saved Search(es) that you created.
> 6. Drag the Saved Search sublist item(s) that you wish to define your Checklist to the list on the right.
>    You can change the order of the Saved Searches by dragging them to a different position in the sublist.
> 7. Once you have defined your Checklist, click Save.
>    A request dialog will ask you to name your Checklist search.
> 8. Enter a name and click OK.
> 9. Click Finished.
>    The newly created Checklist search appears in the list of Checklists and Sequential Searches on the Preferences form.
> Related topics
> Using an assigned Checklist
> Master Checklist for data entry
> Assigning Checklists to multiple users
> Assigning an Administrator Checklist
> Assigning a Provider Checklist

> #### Assigning Checklists

> Once you have created a checklist, you must assign it to a Clinical Group, and then to Providers, to make it properly test for your criteria.

> To assign a Checklist to a Clinical Group and Providers
> 1. From the Home Window or Subject List menu bars, select File > Clinical Group Info to open the Clinical Group List, then double-click on the group you wish to assign the checklist to.
>    The Clinical Group form opens.
> 2. Unlock the Clinical Group form by clicking on the black lock.
> 3. Click Clinical Group Checklist.
>    A form opens with a list on the left of all Checklists saved in the database.
> 4. Click the Checklist you would like to associate with this Clinical Group.
>    The Checklist Definition box displays all tables, with sublists attached to the tables that contain the Saved Searches comprising your checklist. You can double-click a Saved Search to display it and check the criteria.
> 5. Click Update Checklist Selection.
>    The Clinical Group form appears again. The text on the Clinical Group Checklist button has changed to italics to signal that a Checklist is associated with this Clinical Group.
> 6. Open a Provider Information form by selecting File > Provider Info from the Home Window or Subject List menu bar.
>    The Provider List appears, allowing you to choose the provider record you wish to assign the Checklist to.
> 7. Unlock the Provider Information form, then click Provider Checklist.
>    A list creation form appears, allowing you to select a Checklist and also decide whether to allow the user to override the Checklist.
>    Whenever the user saves a record, AudBase will run the Saved Searches used to create this Checklist to enforce the criteria you set.
> Related topics
> Creating Checklists
> Master Checklist for data entry
> Assigning Checklists to multiple users
> Using an assigned Checklist
> Assigning an Administrator Checklist
> Assigning a Provider Checklist