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Best Practice to move a Task from Onboarding Checklist to Preboarding Checklist — Cloud Customer Connect
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Best Practice to move a Task from Onboarding Checklist to Preboarding Checklist

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Summary:

If you need to remove a task from Onboarding Checklist to a Preboarding Checklist, what is the best practice when the task is associated with Document Records?

Content (please ensure you mask any confidential information):

An Onboarding Checklist task was performed by a worker as an Employee. This task had Document Records associated with it. Once the Employee had completed the task, the document was transferred to DOR.

This same Onboarding Checklist task was made 'Inactive' and recreated under the Preboarding Checklist. The only difference now is the Preboarding Checklist task is performed by the worker as a Pending Worker.

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