Defining checklists

• Header

  Checklist, Description

  Required. Specify the name of the checklist.

  If you do not specify a checklist description, the checklist name defaults.

  Version

  When you save the checklist, the system assigns a version number.

• Details tab

  Status

  The checklist will be created with a Proposed status. The checklist must be activated before it can be assigned to a resource.

  Checklist Category

  Required. Select the checklist category.

  Checklist Type

  Required. Select the checklist type.

  Note: Click the Assignment Rules link to view the assignment rules for the checklist type that you selected.

  Eligibility Group

  For this checklist to be applicable only to a specific group of employees (for example, only ER nurses), select the eligibility group that comprises these employees.

  If you leave this field blank, this checklist could potentially be applied to all employees. You will also be able to select an eligibility group on the Mass Assign Checklists By Type action.

  Note: Checklist eligibility groups must be defined with a business class of WorkAssignment and a subject of HCMGroupWorkAssignmentChecklist.

  Calculation Method

  Select a calculation method in this field or select a due date in the Due Date field.

  If you select a calculation method, the due date will be different for each resource, based on the calculations you defined (for example, 30 days after Start Date).

  If you select a due date, the checklist is due the same date for all resources assigned to the checklist.

  Due Date

  Select a due date in this field, or select a calculation method in the Calculation Method field.

  Acknowledgment Terms

  Terms is a rich text field that displays for the resource to acknowledge a checklist component. Click the Visual Editor tab to specify the terms as formatted text. Click the HTML Source tab to specify the terms with HTML tags.

  Managers

  If selected, managers can complete the checklist.

  Mentors

  If selected, mentors can complete the checklist.

  Note: If you select both Mentors and Managers, either one can complete the checklist.

  Signature Type

  Select Check Box or Signature. Check Box requires the manager or mentor to select the check box for electronic signature when completing a checklist. Signature requires the manager or mentor to type in their name for electronic signature when completing a checklist.

  Terms

  Terms is the rich text field that displays to the manager or mentor when completing a checklist. Click the Visual Editor tab to specify the terms as formatted text. Click the HTML Source tab to specify the terms with HTML tags.

  Required for Completion

  Check this box if the employee is required to sign off prior to manager completion.

  Signature Type

  Select Check Box or Signature. Check Box requires the employee to select the check box for electronic signature when completing a checklist. Signature requires the employee to type in their name for electronic signature when completing a checklist.

  Terms

  Terms is the rich text field that displays to the employee when completing a checklist. Click the Visual Editor tab to specify the terms as formatted text. Click the HTML Source tab to specify the terms with HTML tags.

  Checklist Document Logo

  If you want to add a logo to the printable checklist document, select the document logo in this field.

  Note: Upload document logos to Infor HR Talent on Administrator > Set Up > Document Logos. If you have the appropriate security, you can also press the F6 key to add a document logo to Infor HR Talent directly from this field.

• Components Defaults tab

  Note: These are default settings that can be overridden on the components.

  Required

  Select this check box if you require resources to acknowledge a competency, skill, or checklist task component of the checklist when they have competed it.

  Managers, Require Same Competency Or Skill

  Select the Managers check box if you want managers to validate components for this checklist. Further, select the Require Same Competency Or Skill check box, if you want managers to validate the components only if they themselves are validated for that competency or skill.

  Mentors, Require Same Competency Or Skill

  Select the Mentors check box if you want mentors to validate components for this checklist. Select the Require Same Competency Or Skill check list if you want mentors to validate the components only if they themselves are validated for that competency or skill.

  Peers

  Select this check box if you want peers to validate components for this checklist. Peers are resources who are themselves validated for the competency and skill they are asked to validate.

  Component Waive

  Select the Managers check box if you want managers to waive components for this checklist. Select the Mentors check box if you want mentors to waive components for this checklist.

  Note: Waive cannot be selected unless Validate has also been selected.

• Introduction tab

  Font, Size

  Select the font and size for the introduction text

  Text

  Specify the introduction text. Click the Visual Editor tab to specify the introduction text as formatted text. Click the HTML Source tab to specify the introduction text with HTML tags.

  Note: Introduction text will be included in the printed checklist if selected on the Checklist Rules.

The Components tab becomes active.