This content applies solely to Award Management, which must be purchased separately from the Appian base platform. This content was written for Appian 24.2 and may not reflect the interfaces or functionality of other Appian versions. |
After you access the Award Management Settings site, you can view the Checklist Item page.
Checklist items are the individual tasks within a checklist. To add items to an award checklist, you must create a library of checklist items.
This page describes how to configure items needed to create your organization's checklists.
Checklist items can be one of four types:
Confirmation: This type of item requires a user to enter a date to confirm the checklist item has been completed.
Attach Document: This type of item requires a user to upload a specific document.
Review: This type of item requires a user to approve, reject, or request changes on a checklist item.
Create Document from Template: This type of item requires a user to create a specific document from the provided document template.
Alert: This is an automated checklist item that alerts users to an upcoming date or amount that requires user action.
Address Review Comments: This is an automated item that asks users to confirm they have addressed comments from review.
You can view the Checklist Items page in one of two ways:
A list of existing checklist items displays.
To filter the lists of items, select a category from the dropdown list or enter a search term in the Search Items field.
See the Managing checklist items section for more details on changing or adding items.
You can add an individual item or import multiple items from an Excel spreadsheet. You can also edit existing items.
If you only need to add a few items, you can add them one at a time.
To add an individual item:
Click ADD ITEM.
The new checklist item will be available in all new award Select checklist setup items and new and existing award checklists.
If you want to add many items at once, you can import items from an Excel spreadsheet.
To add multiple items:
Confirmation
, Attach Document
, Review
, and Create Document from Template
.Award Document
, Memo
, Justification Document
, Determination
, Waiver
, Research
, Checklist
, Evaluation
, Briefing
, Notification
, Appointment
, Other
.Exercise Option Letter Template
and COR Appointment Letter Template
.AS TMG Sample Task Import.xlxs
file that you just modified.A list of the columns from the spreadsheet displays. Map the columns from the Excel sheet to the item fields. If you used the template without modifying the column headers, these should all match up automatically. Click NEXT.
To add the items to the library of items, click ADD ITEMS.
To edit an item:
All award checklists that reference the item will be updated. Awards that are in progress will not be affected.
Configuring Checklist Items