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Modification of Checklists
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Welcome to this Application Explainer video, part of our system topic range.
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In this video, we’ll cover the subjects of the modification of checklists in SLM.
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In SLM, checklists are structured tools designed to guide and document compliance with specific procedures, tasks, or standards.
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They ensure consistency and thoroughness in executing processes by providing a predefined list of items to be reviewed or completed.
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The following information will be covered in this training.
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How to create a modified checklist, how to create a modified checklist items, how to add new checklist statuses, and how to create a checklist for an object in the system.
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In order to create a checklist, users need to go to the System module, then click on Verification Checklists.
0:57
In here, users will be able to edit or delete existing checklists, as well as adding new ones.
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Let’s just add a checklist name in here, Checklist ID.
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We can add a description if we want to.
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Checklists can be hidden at any point in time.
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For this tutorial, we’re just going to leave this unchecked.
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Let’s add a category for the checklist.
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Let’s click Save and now the checklist has been created.
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After the checklist has been created, we can start adding the checklist items.
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Let’s filter for and click on our checklist.
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Then we click Add checklist Items.
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Let’s add item one.
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Item ID can be item one as well.
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Add a description.
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Items can also be hidden, but for this tutorial we’re just going to leave this unchecked.
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We can also add a list order for each one of the items.
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Let’s go ahead and add a second checklist item and click Save.
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We can also manage checklist statuses per each checklist.
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Before creating a unique status for this checklist, we can go over the checklist verification.
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There are already some global statuses for all checklist.
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These global statuses can also be managed.
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You can delete, edit or add new global statuses.
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Currently we’ve not started, not applicable, in progress, failed and complete.
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Let’s just go to the checklist that we’ve created, and let’s add two more statuses that will only apply for tutorial checklists.
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So we can say open, open for the code.
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We can also hide the status if we want to, but we’re not going to in this instance.
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This status can be initial status or a final status.
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These two flags will indicate the completion of the task list, especially the final status, which will identify each of the checklist items and take a look at the completion percentage based on the final status.
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So let’s select initial status.
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We can add a background colour and the list order and click Save.
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And now let’s add a status of closed.
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We’ll check this one as the final status, add our background colour, we’ll leave the text colour empty and a list order of two.
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And we can see the background colours and foreground colours.
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The default foreground colour which is going to be black for both.
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For these two checklist statuses, we can also manage custom fields for checklist items.
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If we click on manage custom fields and then add a custom field.
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There are two types of custom fields, definition and non definition.
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The definition is a field that will be read only on each one of the checklist items.
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So let’s create a definition field.
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We’ll just call it field one.
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Have a label of field one.
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The definition value will be.
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This is a definition field.
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We can set the list order to 0 and click save.
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Now let’s create a non definition field by unchecking this tick box.
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We’ll just call this field 2 field, label field 2 again.
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And let’s say this non definition field is a drop down.
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Select the value list order of one and click Save.
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Now let’s go ahead and create a checklist in the system.
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We can go to any objects in any module.
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Let’s go to global.
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Let’s go to units and click on Attach checklist.
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The category was example.
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The checklist was Tutorial.
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Click on Save, we can see that the checklist has two items.
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The checklist itself has a completion status, so if we click on tutorial, we’re going to be able to see the items.
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Each item will have the description findings, status verified by and last status changed, modified by modified on and.
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Here are the two custom fields that we added.
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As we described previously, Field 1 was a definition field, so it’s going to be read only value that will be displayed on each checklist.
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Item field #2 was defined as a drop down and users can change this value.
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Then if we go to the status, we’re going to be able to have the open and close statuses that we just added for this checklist as well as the global statuses as well.
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Complete failed in progress, not applicable and not started.
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Now let’s say that we select one as closed and we select one as open, and then we click Save changes.
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If we close the checklist and go back to the checklist, we’re going to be able to see that the checklist completion status is going to be 50% because one of the status was set as final status and the other one was set as initial status.
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And this is how the percentage completion is calculated based on what properties have been assigned to each one of the statuses.
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