Configuring Checklists

Introduction

Purchasing goods over a certain amount would require a different set of tasks than purchasing goods under that amount. This is where requirement checklists come into play. A requirement checklist is all the tasks that need to be done to create a requirement package or process a requirement package for contracting personnel.

Access the Requirements Management Settings site to view, add, edit, duplicate, and delete the requirement checklists that assign default tasks for a type of requirement.

This page describes how to use the Requirements Management Settings site to configure requirement checklists.

View checklists

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

To view checklists:

1. Navigate to the Requirements Management Settings site.
2. Expand Task Management and select the Checklists option to navigate to the Checklists page.
3. Enter checklist keywords in the search field and click SEARCH to filter the checklist list.

4. Select TYPE using the dropdown to filter the checklists by contracting or requestor.

   

5. Click a checklist link to navigate to the checklist Summary page.
   1. Click Sitemap icon to view the sequence for the checklist workflow (default view).
      • Use the arrow icons to pan the workflow diagram.
      • Click Zoom In icon and Zoom Out icon to zoom in and zoom out the workflow diagram, respectively.
      • Click Fit to Screen icon to revert the workflow to its default size.

      • Click a task box to view the task details.

        

   2. Click List View icon to switch the view to the checklist tasks’ list.
      • Filter the tasks by name, type, category, and group.
      • Click a task to navigate and view its related checklists.
6. Click History to view the checklist modification history.

Create checklists

To create a new requirement checklist:

1. Expand Task Management and select the Checklists option to navigate to the Checklists page.
2. Click +CREATE to open the Add Checklist wizard.
3. Enter a checklist Name.
4. Enter a checklist Description.

5. Select the Checklist Type using the dropdown. Checklist Type is either Requestor or Contracting.

   

6. Search tasks by name, type, and category in the Available Tasks column.
7. Select the tasks using the checkbox(es) to copy them from the Available Tasks column to the Selected Tasks column.

8. Click ADD to add the tasks and auto-generate the workflow.

   

9. Update the added tasks.
   1. Update the task Group using the auto-suggest dropdown.
   2. Enter Days to Complete to define the number of days to complete the task.
   3. Select Dependents using the Leads To multi-select dropdown. Dependents are used to create parent-child relationships among the tasks. Dependent tasks are triggered once the parent task is completed. Workflow is organized per the dependent group configuration.
   4. Click Up-down Arrow icon to reorder the tasks.
   5. Click X icon corresponding to a task to remove it.
   6. Use the arrow icons to pan the workflow diagram.
   7. Click Zoom In icon and Zoom Out icon to zoom in and zoom out the workflow diagram, respectively.
   8. Click Fit to Screen icon to revert the workflow to its default size.
10. Click +ADD TASK to add more tasks to the checklist workflow.
11. Click CREATE to create the checklist.

Update checklists

You can easily update a requirement checklist from the Requirements Management Settings site. Before updating a checklist, make sure any tasks you want to add are on the Tasks page.

To update a requirement checklist:

1. Expand Task Management and select the Checklists option to navigate to the Checklists page.

2. Click Vertical Ellipsis icon corresponding to a checklist and select Update to open the Update Checklist wizard.

   

3. Edit the checklist fields.
4. Click UPDATE CHECKLIST to update the checklist.

Duplicate checklists

To duplicate checklists:

1. Expand Task Management and select the Checklists option to navigate to the Checklists page.
2. Click Vertical Ellipsis icon corresponding to a checklist and select Duplicate to open the Duplicate Checklist wizard.
3. Edit the checklist fields.
4. Click DUPLICATE to duplicate the checklist.

Delete checklists

To delete checklists:

1. Expand Task Management and select the Checklists option to navigate to the Checklists page.
2. Click Vertical Ellipsis icon corresponding to a checklist and select Delete to open the Delete Checklist wizard.
3. Click DELETE to delete the checklist.

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