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. |
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.
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:
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.
To create a new award checklist:
Enter a Checklist Name.
Click ADD ITEM for the desired category.
Click ADD ITEMS.
Hours
, Days
, or Weeks
.Remove tasks by clicking the red X.
With the Award Management Settings site, checklists can be easily updated.
To update an award checklist:
If desired, update the Checklist Name and/or Description.
Click ADD ITEM for the desired category.
Hours
, Days
, or Weeks
.All future awards will use the modified checklist. Awards that are already in process or completed will not be affected.
Configuring Checklists