Configuring Checklists

Introduction

Managing awards over a certain amount for IT services would require a different set of checklist items than an award under that amount or an award for services. This is where award checklists come into play. An award checklist is all the checklist items that need to be done during the award life cycle.

Through the Award Management Settings site, business users can view, add, and edit the award checklists that assign default checklist items for a type of award.

This page describes how to use the Award Management Settings site to configure award checklists.

Viewing Checklists

On the Award Management Settings site, a grid lists all of the information that is pertinent to award checklists. Users can use this information to determine which checklists already exist and when they were last updated.

After you access the Award Management Settings site, you can view the Checklist page in one of two ways:

• From the Welcome page, click CHECKLISTS.
• From the left navigation menu, click Checklist.

You can search this list for a particular checklist. Clicking the history icon will take you to the Checklist History for that checklist with a list of all the changes that have been made to it.

Clicking a checklist name displays the checklist items for that checklist and allows you to edit the items.

See the Creating a new checklist section for more details on adding checklists.

Creating a new checklist

To create a new award checklist:

1. Make sure any items you want to add are on the Checklist Items page.
2. From the Checklists page, click ADD CHECKLIST.

3. Enter a Checklist Name.

   

4. Add the items that will be the default checklist items for the checklist.

   • Click ADD ITEM for the desired category.

     

   • Select the item or items that you want to add to the category. You can use the Search Items box to find items.

   • Click ADD ITEMS.

     

5. Modify the items. You can do this in the following ways:
   • Add a default Description to any item.
   • Modify the default Precedents.
     • Note: A precedent is an item that must be completed before another item can be assigned.
   • Modify the default Assigned Group for the item.
   • For Days from Start, enter the number of days from the start of the checklist that this item is expected to start.
   • For Duration, enter a number to indicate how long that item will take to complete once it's started.
   • For Duration Unit, select whether the Duration is for Hours, Days, or Weeks.

   • Remove tasks by clicking the red X.

     

6. After you have added checklist items for the desired categories, click ADD CHECKLIST.

Updating an existing checklist

With the Award Management Settings site, checklists can be easily updated.

To update an award checklist:

1. Make sure any items you want to add are on the Checklist Items page.
2. From the Checklists page, click the checklist name that you want to update.

3. If desired, update the Checklist Name and/or Description.

   

4. Add items to any category.

   • Click ADD ITEM for the desired category.

     

   • Select the item or items that you want to add to the category. You can use the Search Items box to find tasks.
   • Click ADD ITEMS.

   

5. Modify the tasks. You can do this in the following ways:
   • Add a default Description to any item.
   • Modify the default Precedents.
     • Note: A precedent is an item that must be completed before another item can be assigned.
   • Modify the default Assigned Group for the item.
   • For Days from Start, enter the number of days from the start of the checklist that this item is expected to start.
   • For Duration, enter a number to indicate how long that item will take to complete once it's started.
   • For Duration Unit, select whether the Duration is for Hours, Days, or Weeks.
   • Remove tasks by clicking the red X

   

6. Click SAVE CHANGES.

All future awards will use the modified checklist. Awards that are already in process or completed will not be affected.

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