Checklists (Beta)

Overview

Checklists help you implement standards and regulations. It works like this:

  1. You set up Checklists with whatever Rule Tags you want

  2. You tag your documents

  3. You can see

The Checklist feature is a way to create a database of tags for things like the CFRs, or a set of Standards, and then tag your SOPs and Forms with it.

Here's an example of a Checklist for 21 CFR 111:

With this checklist set up, you can tag any Document, Form or Schedule with these CFRs:

Then, when you click on a tag, you'll be able to see all of the Documents, Forms and Schedules that are related to it.