Checklist

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Checklist

The Checklist allows you to manage the list of supporting documentation required for a business registration or a certification application. The list of items are collectively called the checklist. There can be several checklist. There may be one checklist associated with each certification application type. Thusly, if there are two certification application types (i.e. MBE and DBE), there can be one checklist for each because each may required a different set of documents.

The documents associated with the checklist may be uploaded by the vendor, during registration or certification, or attached to the registration record or certification application by the jurisdiction.

	Checklist Title
	Unique identifier for the checklist. It often contains the entity to which the checklist belongs

	Header Text
	Introduction of the checklist to the vendor and what the checklist is asking.

	Footer Text
	Direction to the vendor as to what the next step is.

	Edit Checklist
	Allows you to edit a checklist general information.

	Manage Items
	Allows you to edit the uploadable item list of the checklist.

Managing the individual checklist items (required documents) are accessible from the "Manage items" link.

	Title
	The name or description of the document that the vendor will be required to upload

	Sort Order
	The order in which the item will be requested

	Preloaded Items
	Allows the vendor to download a document associated with the checklist. Jurisdictions that have a Personal Net Worth Statement (PNWS) to complete pre-load and empty form. The vendor can download the PNWS, complete it, then upload as a required (see below) checklist item. The same holds for a GFE submission.

	Business Structure
	The business structure that the checklist item is associated. The checklist item will only be requested of vendors of this business structure. when no business structure is selected then the document is required by vendors with any business structure.

Status

Visible determines if the checklist list item is currently available for use

Required determines if the vendor is required to upload this document. When Required is false "N/A" is shown as an option for the checklist item. The vendor can click "N/A" instead of uploading a document. Otherwise the vendor must upload a document.