Managing waste checklists

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Add standard actions to waste management records to help ensure that all required activities are completed before waste disposal.

About this task

In the Checklist tab, you can add standard actions that must be completed as part of the waste management process. You can add individual standard actions or select entire action groups to quickly populate the checklist.

Procedure

  1. From the Waste Management application, open a waste management record.
  2. Click the Checklist tab.
    The Checklist Actions table is displayed, initially empty for new records.
  3. Click Actions > Select Action.
    A lookup dialog displays active standard action records that are compatible with the waste management record's system, organization, and site.
  4. Select one or more standard actions and click OK.
    The selected standard actions are added to the Checklist Actions table.
  5. For each checklist action, complete the following fields:
    1. Optional: In the Action By field, select the person responsible for completing the action.
    2. Optional: In the Action By Group field, select the person group responsible for completing the action.
    3. Optional: In the Comments field, enter any relevant comments about the action.
  6. When an action is completed, select the Completed checkbox for that action.
    The Sign Off field is automatically populated with the current date and time.
  7. Click Save.

Results

The checklist actions are saved and tracked with the waste management record.

Adding action groups

To add multiple related actions at the same time, follow these steps.

  1. Click Actions > Select Action Group.
  2. Select a standard action group from the lookup dialog.
  3. Click OK.

All standard actions that belong to the selected group are added to the Checklist Actions table, and the Standard Action Group field is populated for each action.