Checklist Class Diagram

Checklists are used to communicate the internal processes (as a reminder of guidelines) required before certain state movements of accounts or customer records can proceed. Each time a user attempts changing the state of an account or customer record, the Checklist defined for that state change is shown to the user. The user can read through the checklist and make sure all the requirements are met. These checklists will be associated with all workflows for accounts and client records but are not automated. Checklists will be defined by the HO and associated with certain states of customer records or accounts. Checklists will not be attached to individual customer records/accounts, but are displayed in between state changes. It provides a set of “reminders” to the user.

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