Checklist

Details

Status

Select the status in the dropdown list.

Workgroup

Select the Workgroup in the dropdown list.

Change Type

Select the Change Type in the dropdown list.

Sequence

Displays 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 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, perform the following steps:

1. Click Configure Task Status pop-up page is displayed.
   

   Figure: Configure Task Status

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 checkbox 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 to save the configuration.

Remarks

Select the remarks status for the task in the dropdown 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.

1. If selected, the Checklist is enabled for the selected combination of Status, Workgroup, and Change Type for a Department.

2. If not selected, the Checklist becomes an inactive value.

Icon

Click the icon to add a new Task.