Why use a Steps Checklist?

Overview

Using a Steps Checklist will keep you on track. It will help you understand what you need to do to complete a process, for example, for electronic meter reading, billing month-end.

Contents

Why use a Steps Checklist?
1. Watch a video
1. Printing a Utility Management Steps Checklist
1. Working with Steps Checklists

Watch a video

Changing Checklist Tasks (5m46s)

Using Checklists (1m36s)

Printing a Utility Management Steps Checklist

1. Open Connect Utility Management.

2. Click the Checklist tab.

The Checklist fly-out menu displays the default checklist.

3. If the Utility Management Steps Checklist isn't showing, use the drop-down menu to select it.

Working with Steps Checklists

Click here for more information on working with Steps Checklists.