Configuring Checklist IM

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Last updated: Apr 23, 2024 by Mayuresh Balaji Kamble (Unlicensed)Version comment

SummitAI Service Management Help

Incident Management

What is a Checklist?

A Checklist is a list of tasks an Analyst needs to perform at various stages of an Incident. You can configure the Checklist and specify at what stages of an Incident or SR  the tasks need to be performed. The Checklist is configured for a selected combination of Tenant, Status, Workgroup, and Category.

To configure a Checklist:

  1. Select Incident > Configuration > Incident Masters > 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 from the list.

Workgroup

Select the Workgroup from the list.

Category

Select the Category from the list.

Include Sub-Categories

Select this check box to enable the Checklist for the Sub-Categories.

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 task from the list: Not Applicable, Mandatory, or Optional. The Task Status value indicates if specifying the task status is mandatory, optional, or not applicable.

Remarks

Select the remarks status for the task from the 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 Category for a Tenant.
  • If not selected, the Checklist becomes an inactive value.

icon

Click the  icon to add a new Task.

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the CHECKLIST page.

SHOW LIST

Click SHOW LIST to display the LIST table showing all the configured checklist for the selected Tenant. 

 
Figure: List of Checklists


Note:

When the Checklists are displayed under the LIST table, the button ADD NEW and IMPORT are displayed on the ACTIONS panel.

  • Click ADD NEW to configure a new Checklist.
  • Click IMPORT to update or create multiple Checklists, importing the Master Excel template. Upon clicking IMPORT, you will be redirected to the EXCEL MASTERS IMPORT page, where you can download the excel template and fill the required data to update in the CHECKLIST page. For more information see Importing Master Template in SummitAI Platform.