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. To configure the value:
Figure: Configure Task Status window 2. Enter the Status Name and click 3. Select the status name and click 4. Select the check box Show Inactive values to view the inactive values. 5. Click 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. |
Active | Indicates the status of the Checklist.
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