SummitAI Service Management Help

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.

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