SummitAI Service Management Help
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What is a Checklist?
You can define a Checklist for a selected combination of Tenant, Status, Workgroup, and Category. Using the defined Checklist, the Analysts can execute the defined steps for a specific combination of Tenant, Status, Workgroup, and Category while resolving the Release Record (RR). You can add a Checklist for a Release Record (RR) under a Tenant.
To configure Checklist:
- Select Release > Configuration > Checklist.
- On the CHECKLIST page, select the Tenant and fill in the required details. For information about the fields on the CHECKLIST page, see Field Description.
- Click SUBMIT. A new Checklist is configured.
Figure: CHECKLIST page
Field Description
The following table describes the fields on the CHECKLIST page:
Field | Description |
|---|---|
Status | Select the status from the list. |
Workgroup | Select the Workgroup from the list. |
Sequence | Type in the sequence of the tasks in the Checklist. |
Task Name | Type in the name of the task in the Checklist. |
Task Status | Select the status of task from the list: Not Applicable, Mandatory, and Optional. |
Remarks | Select the remarks for the task from the list: Not Applicable, Mandatory, and Optional. |
Active | Indicates the status of the Checklist.
|
icon | Click the icon to add a new task. |
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