Appendix 1: Creating a connection and database

If you did not install SQL Express, you will need to manually create a connection and database the first time that you launch CCH Interactive Checklist. This can either be created on a network server so that all users have access to the same data, or you can create a local database if you have Microsoft SQL Server Express installed on your computer.
On launching the software, you will be presented with the Login dialog:

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We recommend that you name the database “Checklist” so that it is easily identifiable by our support team should you need to seek assistance. The following
example will create a database called Checklist in the local instance of SQL Express:

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Note that you will not be able to use the Test button as the database has not yet been created. Click OK and the systems will display the following question:
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Note: If you see the following message when you try and create a new database or login it probably means that you do not have Mixed Authentication selected for your SQL instance.

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Please refer to Appendix 2 for how to change this setting. Click on Yes and the connection and database will be created.

On returning to the Login dialog, the available connection will be listed:

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Get Started
The document is a user guide for CCH Interactive Checklist, providing essential information and resources to help users get started. It includes links to various sections such as installation, user management, client management, and checklist completion. Additional resources feature guides for SQL database management, including backup and restore procedures. Furthermore, the document offers video tutorials covering key topics like introduction to the software and client management.