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In such a manner, the onboarding procedure for an employee will finish once all pre-defined by the process services are delivered successfully and in full.

Template types

With the release of Smart Checklist version 5.3.0 we introduce Project and Global Templates

  • Global Templates are those created and managed by Site Admins, may be visible and shared across projects

  • Project Templates could also be created and managed by Project admins and shared within Single Project Only

The Global Template might be converted to Project Template by specifying project visibility scope by Site Admin and vice versa: Project Template might become Global one.

Project Templates

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Permissions

Users

Project Admins

System Admins

Create Project Template

(tick)

Import Project Template

(tick)

(tick)

Delete Project Template

(tick)

Edit Project Template

(tick)

Set Default for issue types

(tick)

Global templates

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Permissions

Users

Project Admins

System Admins

Create Global Template

(tick)

Import Template

(tick)

Delete Global Template

(tick)

Edit Global Template

(tick)

Set Default for issue types

(tick)

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