Checklist

A checklist is automatically generated based upon answers to specific questions from the SFA and site applications. The checklist identifies supplemental documents that need to be submitted to the state. The Checklist feature allows Contracting Entities to keep track of documents and their dates of submission. State users use this feature to identify when documents have been received and to denote the status of the documents.

To access a Checklist

1. On the blue menu bar, select Applications. The Applications menu screen displays.

2. On the menu, select Application Packet. The Application Packet screen displays.

3. Select Checklist Summary. The Checklist Summary screen displays.

To view a Checklist

1. On the blue menu bar, select Applications. The Applications menu screen displays.

2. On the menu, select Application Packet. The Application Packet screen displays.

3. Select Checklist Summary. The Checklist Summary screen displays.

4. Select the SFA or Site whose checklist you wish to view. The Checklist screen displays.

Note: Only Contracting Entities and sites who have completed their applications and who have additional required documents will have a checklist.

To update a Checklist

1. On the blue menu bar, select Applications. The Applications menu screen displays.

2. On the menu, select Application Packet. The Application Packet screen displays.

3. Select Checklist Summary. The Checklist Summary screen displays.

4. Select the SFA or Site whose checklist you wish to update. The Checklist screen displays.

5. Identify whether the document has been submitted and the submission date. The Date Submitted to TDA field automatically defaults to the system date. This can be changed by the user. A checklist is not considered complete until all checklist items are identified as having been submitted to TDA.

6. Select Save. The Checklist Summary screen displays.

Note: If the checklist item has a paper clip icon next to it, you can upload an attachment by selecting the paper clip. Files in the following formats can be uploaded: .doc, .xls, .pdf, and .jpg.

To enter Internal Use Only information

1. On the blue menu bar, select Applications. The Applications menu screen displays.

2. On the menu, select Application Packet. The Application Packet screen displays.

3. Select Checklist Summary. The Checklist Summary screen displays.

4. Select the SFA or Site whose checklist you wish to view. The Checklist screen displays.

5. Select INTERNAL USE ONLY on the Edit menu in the top-right corner.

6. Identify if the document was received by checking the “Document on File w/TDA” checkbox. If you have also reviewed the checklist item, select the Status and Status Date.

7. Select Save Internal Use Only. A confirmation screen displays.

8. Select <Edit to return to the Checklist screen.
-OR-
Select Finish to return to the Checklist Summary screen.