Remove a Checklist Line Item

Checklist line items may be removed.

PREREQUISITES: The Corrections security function and its associated sub-functions must be selected for the security role you belong to. See Security Roles for more information. You must have a discipline code configured. See Disciplines and Trades.

IMPORTANT: Cityworks strongly recommends that you do not remove a checklist line item if it has been used on a case because it removes the link in the Cityworks database and leaves orphaned case data. Instead, make the checklist line item inactive to preserve the historical data associated with it.

1. From the home page, click PLL and click Checklist Line Items.

TIP: You can filter the list of records displayed. See Filter Records for more information.

2. Select the check box next to the checklist line item you want to remove.
3. Turn off Active on the Checklist Line Item Details panel. This allows you to deactivate the item so it cannot be added to a case template, but it can still be used as a search parameter and is still listed with historical data.

If no historical data is associated with the checklist line item, remove it from the Checklist Line Items panel.

1. On the Checklist Line Items panel, select the item you want to remove and click Delete selected records.

2. On the Delete Checklist Line Items panel, click Delete.