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Configure Checklist Items

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This content applies solely to Award Management, which must be purchased separately from the Appian base platform. This content was written for Appian 26.6 and may not reflect the interfaces or functionality of other Appian versions.

Access the Award Management Settings site to view the Checklist Items page. Checklist items are the individual tasks within a checklist. To add checklist items to an award checklist, you must first create a library of checklist items.

This page describes how to configure checklist items to create your organization's checklists.

Note:  Checklist item actions are unavailable to Finance Representatives. The restriction is based on task-type gating within AM, not role membership, and is not configurable through UAM.

Checklist item types

Checklist items are one of four types:

  • Confirmation: Requires a user to enter a date to confirm the checklist item is completed.

    Confirmation item requiring date entry for completion.

  • Attach Document: Requires a user to upload a specific document.

    Attach Document item requiring specific document upload.

  • Review: Requires a user to approve, reject, or request changes on a checklist item.

    Review item requiring approval, rejection, or change request.

  • Create Document from Template: Requires a user to create a specific document from the provided document template.

    Create Document item requiring document from template.

In addition to the four configurable types, Award Management automatically generates the following checklist item types during the award lifecycle:

  • Alert: Notifies users of an upcoming date or amount requiring action.
  • Address Review Comments: Asks users to confirm they have addressed comments from a review.

View checklist items

  • From the Welcome page, click CHECKLIST ITEMS.
  • From the navigation pane, click Checklist Items.

To filter the list of items, Select Categories or enter a search term in the SEARCH field.

Search field and category filter for checklist items.

Create checklist items

  1. From the Checklist Items page, click Plus iconADD ITEM.
  2. Enter an Item Name.
  3. Select an Item Category.
  4. Use the Assigned Group picker to select the group responsible for the checklist item.
  5. Select the Item Type.
    • If the Item Type is Attach Document, select a Document Type.
    • If the Item Type is Create Document from Template, select a Document Type and a Document Template.
  6. Click ADD ITEM.

Form to add individual checklist item with required fields.

The new item is now available to be assigned to checklists.

Import checklist items

If you need to create many items at once, you can import items from an Excel spreadsheet.

To import and create multiple items:

  1. From the Checklist Items page, click IMPORT ITEMS.
  2. Click Sample Import Excel File to download the sample import Excel file.
  3. Fill in the following fields in the downloaded spreadsheet:
    1. Item Name: The display name for the item. It must be unique and must not exceed 50 characters.
    2. Item Category: The category in which the item is grouped. The valid values are any category listed on the Categories page.
    3. Assigned Group: The group that is automatically assigned the task. The valid values are all business groups in the AM application, such as contracting officer or contract specialist. See the Groups Reference for a list of the default groups.
    4. Item Type: The type of item. Valid values:
      • Confirmation
      • Attach Document
      • Review
      • Create Document from Template
    5. Document Type: Only required if Item Type is Attach Document or Create Document from Template, else, this field is ignored. Valid values:
      • Award Document
      • Memo
      • Justification Document
      • Determination
      • Waiver
      • Research
      • Checklist
      • Evaluation
      • Briefing
      • Notification
      • Appointment
      • Other
    6. Document Template: Only required if Item Type is Create Document from Template, else, this field is ignored. Valid values:
      • Exercise Option Letter Template
      • COR Appointment Letter Template
  4. Save the spreadsheet.
  5. On the Checklist Items page, click UPLOAD and select the modified spreadsheet file.
  6. Map the columns from the Excel sheet to the task fields. If the template is used without modifying the column headers, these columns match up automatically.
  7. Click NEXT.

Column mapping interface for Excel import.

  1. Verify all fields are correct and there are no validation errors.
  2. To:
    • Create a new checklist with the imported items, click ADD ITEMS TO CHECKLISTS
    • Add the items to the library only, click ADD ITEMS.

Options to add imported items to library or checklists.

Edit checklist items

  1. From the Checklist Items page, select a checklist item.
  2. Edit the checklist item fields. Item Type is non-editable.
  3. Click SAVE CHANGES.

Form to edit checklist item fields and save changes.

All award checklists that reference the item are updated. Awards that are in progress are not affected.

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