In October 2009 I wrote a blog about using Checklists in GP. I find this blog is still useful today as I have clients whose turnover has forced the need to document processes within the system. Checklists are the perfect tool to allow these processes to be documented. See my blog below:
Lots of us make checklists for a variety of tasks from grocery shopping to complex projects. Microsoft Dynamics GP offers built in checklists in the Routines section of every module that can help walk users through a diverse range of topics.
Once you have accessed the appropriate Checklists window, ensure the frequency is appropriate for the checklist you are about to create. Click Add to create a link to a Microsoft Dynamics GP window. Name the checklist item & select the appropriate in the Command (Dynamics GP window). Once your list is complete, order the items appropriately by using the Up & Down buttons. Now every time a user performs this particular task, all they are required to do is click the checklist item in order & populate the fields with new data.
Checklists are particularly beneficial when turnover is an issue or roles require extensive training. Two tasks I recommend clients create checklists for are performing payroll & completing year-end. Mistakes made performing either of these functions can have wide-reaching effects. In my next blog, I will cover a few tasks that should be on your year-end checklist.
Adam MacIntosh is a Senior Account & Project Manager with WebSan Solutions Inc, a Microsoft Dynamics GP Partner and 2013 Canadian Channel Elite Awards Finalist. Adam can be reached at email@example.com or 416-499-1235 ext 213.