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Select "Enable Admin Checklist" to enable the same checklist to Adminsadministrative users. When enabled, additional fields add on the page to enter the admin checklist details. 

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FieldBehavior
Enable Admin Checklist
  • Select the checkbox to enable the same checklist to Adminsadministrative users
  • When enabled, additional fields add on the page to enter Admin admin Checklist details
Checklist TitleName or title that describes the admin checklist
Lookup Description

To find the form easily, name it accordingly

Participant PoolAdmin user's role who will see the checklist

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The runtime page of the modified Smart Checklist for the New Hire shows as below:




Do

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administrative users have the ability to attach documents through the checklist?

Administrative users also have the ability to upload documents using their checklist. They can either substitute a new document for the attachment already provided by the new hire or add a new attachment for a specific task.

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How administrative users can view attachments uploaded through the checklist?

Admin Administrative users can view checklist attachments via Invitation Console process viewer. To access the process viewer page, click on the "View Process" link for the selected invitation in the Invitation Console. 

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The zip folder containing the attachments will download to your local computer. Open the zip file to view the attachments. The zip includes all documents uploaded during various process activities such as Smart Checklist, Employee Biographic Information, I-9 Section 1 and Section 2. The attachments from checklist activities includes documents from both the New Hire and administrative checklists. Note: If attachments are edited within the activities, the most recent updated attachments will be reflected here.

When clicked on the "Download Attachments", it downloads a .zip file if there are multiple attachments. If only one attachment exists in the process for the transaction, the "Download Attachment" directly opens the file. 

Open the downloaded .zip file to view attachments. The attachments will be downloaded in png format as shown below. Click on the individual file to view the attachment.




Note: If the invitation process is restarted and new attachments are added in the checklist activities, the attachments from the previous process will be removed, and access to attachments from the ongoing process will be available for download.