Configuring Checklist CM

Owned by Enterprise IT
May 10, 2024
2 min read

SummitAI Service Management Help

Change Management

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:

  1. Select Change > 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.

 

         Figure: CHECKLIST page

Field Description

The following table describes the fields on the  CHECKLIST 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.

CheckList ID

It displays the Checklist ID associated with every configuration.

Note: ID will help analysts with handy information, especially when managing the API calls during the integration of SummitAI with third-party application.

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.
You can configure the value for the End User if the status is selected as Mandatory, or Optional.

To configure the value:

  1. Click CONFIGURE TASK STATUS pop-up page is displayed.

 Configure Task Status window

Figure: Configure Task Status window

2. Enter the Status Name and click  to include the status name to the list.

3. Select the status name and click  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.
The status of the Remarks indicates if providing remarks is mandatory, optional, or not applicable.

Active

Indicates the status of the Checklist.

  • If selected, the Checklist is enabled for the selected combination of Status, Workgroup, and Change Type for a Tenant.
  • If not selected, the Checklist becomes an inactive value.

icon

Click the  icon to add a new Task.