Creating a checklist template

  1. Select System configuration > Checklist template definition.
  2. Click New.
  3. Specify this information:
    Name
    Specify the name of the checklist template.
    Description
    Specify a short description about the checklist template.
    Entity
    Select from the entity list. This checklist template applies to the entity that you select in this field.
    Note: Once you save this checklist template definition, you can no longer change the assigned entity
    Inactive
    If this option is selection, the template is disabled.
    Valid From
    Set the date. This field determines when this template is used.
  4. Click Save.