Defining checklist types

Checklist types determine mass assignment rules and what should be done when a resource becomes ineligible for a checklist. A checklist requires a checklist type.

  1. Select Development Planning > Set Up > Checklist Components > Checklist Types.
  2. Click Create.
  3. On the Checklist Type form, specify this information:
    Effective Date

    Required. Specify the date on which the checklist type becomes effective.

    Checklist Type
    Specify the name of the checklist type.
    Description

    Specify a description for the checklist type. If you leave this field blank, the checklist type name defaults.

    Active

    The checklist type is active by default. Clear this check box to inactivate it.

    Assign Status

    Select the default resource checklist status when you mass assign resources to this type of checklist (Draft or Active). The status can be overridden on the Mass Assign Checklists By Type action.

    Reassign

    When you mass assign resources to this checklist type, select whether to reassign resources who have already been assigned to the checklist. The options are to always reassign (Always), or to reassign only resources who have completed a different version of the checklist (When Different Version Completed).

    When Active

    Select what to do with Active resource checklists of this type when a resource becomes ineligible. (Inactivate or Cancel)

    When Draft

    Select what to do with Draft resource checklists of this type when a resource becomes ineligible (Delete or Cancel)

    Acknowledgment Terms

    Terms is the rich text field that displays the conditions that the employee accepts when acknowledging a checklist component. This field is the default for any component that requires acknowledgment. The terms defined on the Checklist will display on the Acknowledgment action form. Click the Visual Editor tab to specify the terms as formatted text. Click HTML Source to enter the terms with HTML tags.

  4. Click Save.