Configuring Checklist

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:

Select Release > 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
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.
icon	Click the icon to add a new task.

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