---
title: "Work Order Checklist"
slug: "work-order-checklist"
updated: 2026-01-05T07:58:40Z
published: 2026-01-05T07:58:40Z
canonical: "help.symphonysummitai.com/work-order-checklist"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Work Order Checklist

The Service Request Work Order Checklist is a list of Tasks an Analyst needs to perform at various stages of the Work Order created for a Service Request. You can configure the Checklist for a Service Request Work Order and specify at what stages of the Work Order the Tasks need to be performed. The Checklist is configured for a combination of Tenant, Status, Workgroup, Catalog, and Work Order Name.

The Administrator can create Checklists for predefined auto-Work Orders and manually created Work Orders.

### Configure Work Order Checklist

To configure Work Order Checklist, perform the following steps:

1. Select **Request** > **Configuration** > **Service Request Masters** > **Service Request Work Order Checklist.** ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/WO_Navigation.png?sv=2026-02-06&spr=https&st=2026-10-26T22%3A50%3A33Z&se=2026-10-26T23%3A50%3A33Z&sr=c&sp=r&sig=AybWqtUQ6xMqJaVDokCG9AZ%2B4hCeOQaKNhs68Kip5xI%3D)

Figure: Work Order 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. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/WO_checklist_Details.png?sv=2026-02-06&spr=https&st=2026-10-26T22%3A50%3A33Z&se=2026-10-26T23%3A50%3A33Z&sr=c&sp=r&sig=AybWqtUQ6xMqJaVDokCG9AZ%2B4hCeOQaKNhs68Kip5xI%3D)

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. |
| Catalog | Select the Catalog from the list. |
| Work Order Name | Select the Work Order name for which you want to configure the Checklist. **Note:** The Work Order Names are populated under the **Work Order Name** field based on the Catalog configuration on the **WORK ORDER - CATALOG MAPPING** page (see: [Configuring Work Order- Catalog Mapping](/apex/docs/work-order-catalog-mapping). |
| Sequence | Type in the sequence of the Tasks in the Checklist. |
| Task Name | Type in the name of the Task. |
| Task Status | Select the status of the 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, Catalog, and Work Order Name 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. |

#### 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. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/WO_checklist.png?sv=2026-02-06&spr=https&st=2026-10-26T22%3A50%3A33Z&se=2026-10-26T23%3A50%3A33Z&sr=c&sp=r&sig=AybWqtUQ6xMqJaVDokCG9AZ%2B4hCeOQaKNhs68Kip5xI%3D) Figure: CHECKLIST page

Note:

When the Checklists are displayed under the **LIST** table, the **ADD NEW** button is displayed on the **ACTIONS** panel**.** Click **ADD NEW** to configure a new Checklist.