First-week checklist

Goal

Complete the first-week checklist task in BlueMatrix.

Who it is for

tenant-admin, clerk

Preconditions

• You are signed in to the correct tenant.
• You have permission for this action.

Steps

1. Open First-week checklist from navigation.
2. Complete the on-screen fields for your case.
3. Save or confirm the action.
4. Verify the result on the detail or list view.

Result

The task is recorded in BlueMatrix.

Related

• paths/first-week-clerk
• personas/clerk