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Configuring Checklist

Configuring Checklist

Owned by Enterprise IT
May 29, 2024

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:

  1. Select Release > Configuration > Checklist.
  2. 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.
  3. Click SUBMIT. A new Checklist is configured.

    CHECKLIST page
    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.

  • If selected, the Checklist is enabled for the selected combination of Status, Workgroup, and Category for a Tenant.
  • If not selected, the Checklist becomes an inactive value and is not applicable till made active.

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Click the  icon to add a new task.

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