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Configure Checklists

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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, create, and edit the award checklists that assign default checklist items for a type of award. An award checklist defines all checklist items that need to be completed during the award lifecycle.

For example, managing awards over a certain amount for IT services requires a different set of checklist items than an award under that amount or an award for services.

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

View checklists

  • From the Welcome page, click CHECKLISTS.
  • From the navigation pane, click Checklists.

The checklists grid lists all existing award checklists with their last updated dates. Use the search field to find a specific checklist.

  • Click Recent Activity icon to view the checklist history.
  • Click a checklist name to view and edit its checklist items.

Grid list of checklists with search and history options.

Create checklists

Before creating a checklist, make sure the items you need are on the Checklist Items page.

To create a new award checklist:

  1. From the Checklists page, click Plus iconADD CHECKLIST.
  2. Enter a Checklist Name.
  3. (Optional) Enter a Description
  4. Add items to the checklist:
    1. Click Plus iconADD ITEM for the desired category.
    2. Select one or more items to add. Use the Search Items box to filter.
    3. Click ADD ITEMS.
  5. Configure the item details:
    • Description: Enter a default description for the item.
    • Precedents: Select items that must be completed before the corresponding item is assigned.
    • Assigned Group: Select the group responsible for the item.
    • Days from Start: Enter how many days after the checklist starts before this item begins.
    • Duration: Enter a number indicating how long the item takes to complete.
    • Duration Unit: Select Hours, Days, or Weeks.
    • To remove an item, click the red X.

    Checklist items with precedents, duration, and groups.

  6. Click ADD CHECKLIST.

Edit checklists

To edit an existing award checklist:

  1. From the Checklists page, click the checklist name to edit.
  2. Update the Checklist Name or Description as needed.
  3. Add or remove items and update item details as needed.
  4. Click SAVE CHANGES.

Note:  Future awards use the modified checklist. Awards that are already in process or completed are not affected.

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