Checksheet management (ITR)

Manage checksheets created from ITR tags and templates.

Use this page to review, update, and issue checksheets.

Checksheet Management

Actions menu (three dots)

Use the row Actions menu to:

• Edit — update a limited set of fields.

• Void Checksheet — void the checksheet with a reason.

Actions menu

1

Edit a checksheet

In Edit mode, you can change:

• Is Paper

• Phase

• Scope

After saving, you can continue with review and issue.

Edit mode

2

Void a checksheet

1. Select Void Checksheet.

2. Enter a voiding reason.

3. Confirm the action.

Void reason

Bulk actions

Use Bulk actions to apply updates to many checksheets at once (phase/scope, review/issue, paper ITR updates, voiding, and more).

Bulk actions

Next step

Issued checksheets appear under Checksheets (ITR).