Answer
The Checklist Detail page is your operational board for each active onboarding/offboarding run. Use it to drive status, notes and final sign-off.
What to update during execution
- Move each task through Not Started, In Progress and Completed.
- Add notes whenever work is blocked or completed with exceptions.
- Use linked documents/training references to confirm dependencies were met.
- Review overdue items with responsible role owners each week.
Sign-off controls
Only sign off after every required task is complete. Sign-off marks the checklist as closed and is what converts progress tracking into a durable compliance outcome.
Operational tip
If a checklist repeatedly stalls on the same task, update the template task definition so future runs are easier to complete.
