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Checklists contain the list of local institutions’ contractual requirements, and can be downloaded for use with individual License Requests. The basic checklists will contain action lists, compliancy checks, or internal policies for different types or Agreements. Users may attach locally-downloaded and filled-in copies to specific License Requests in 1.6.

The document can be initiated and edited only by members of the OLE-LIC OLE_LicenseConfiguration role.

The Manage Checklist document includes the Add/Edit/Delete Checklist tab. The system automatically enters data into both the Old and New sections. Selected data fields are available for editing.

Add/Edit/Delete Check List Tab Definitions



CheckList Name

Required. A user-provided short name for the checklist, and easy search and retrieval in future.

CheckList Description

Detailed description that may explain when, where to use this checklist versus another. Purpose.

File Name

Name of the file associated with this checklist.

Attach File

Browse to select checklist to upload.

Active Indicator

Indicates whether this checklist is active or inactive. Remove the check mark to deactivate.

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