Configuring Checklist CM
- manikandan.subbiah
- Mayuresh Balaji Kamble (Unlicensed)
- Shilpa K (Deactivated)
What is a Checklist ?
A Checklist is a list of tasks an Analyst needs to perform at various stages of a Change Record. You can configure the Checklist and specify at what stages the tasks need to be performed. The Checklist is configured for a selected combination of Tenant, Status, Workgroup, and Category.
To configure Checklist:
Select Change > 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.
Ā
Ā Ā Ā Ā Ā Figure: CHECKLIST page
Field Description
The following table describes the fields on theĀ Ā CHECKLISTĀ page:
Field | Description |
---|---|
DETAILS | |
Status | Select the status in the drop-down list. |
Workgroup | Select the Workgroup in the drop-down list. |
Change Type | Select the Change Type in the drop-down list. |
Sequence | Type in the sequence of the Tasks in the Checklist. You can also drag to re-arrange the sequence of Tasks in the Checklist. |
Task Name | Type in the name of the Task in the Checklist. |
Task Status | Select the status of the Task in the drop-down list: Not Applicable, Mandatory, or Optional. The Task Status value indicates if specifying the Task Status is mandatory, optional, or not applicable. To configure the value:
Ā Figure: Configure Task Status window 2. Enter the Status Name and click Ā to include the status name to the list. 3. Select the status name and click Ā or to arrange the status name in the list. 4. Select the check box Show Inactive values to view the inactive values. 5. Click to make the value inactive. 6. Double-click on the value to activate it. 7. Click OK to save the configuration. |
Remarks | Select the remarks status for the task in the drop-down list: Not Applicable, Mandatory, and Optional. |
Active | Indicates the status of the Checklist.
|
icon | Click the Ā icon to add a new Task. |
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