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ChangelogConfiguring a checklist
On a blueprint’s Case content tab, enable Checklist and add items with + Add field. Items are auto-numbered and can be reordered by drag and drop. Didit recommends 5-7 items, enough to standardize an investigation without turning it into busywork. Toggle Make checklist optional for case resolution to let officers resolve a case with incomplete items. Leave it off to make every item mandatory. Every new case created on the blueprint copies the current checklist items at creation time, later edits to the blueprint’s checklist do not retroactively change checklists already running on existing cases.Working the checklist
The case page’s persistent right rail shows the checklist as “n / m completed”. Officers check items off as they complete each step; every completion is logged on the case timeline.Resolution gating
Attempting to resolve a case with incomplete, non-optional checklist items is blocked with a 400 listing the incomplete item labels, and the Resolve dialog surfaces them inline so the officer knows exactly what is left. Once the blueprint marks the checklist optional, resolution proceeds regardless of checklist state.The optional flag lives on the blueprint, not per item. Earlier per-item mandatory flags have been replaced by this single blueprint-level toggle, keeping the gating rule unambiguous.