Template Management

Task Checklist: Add/Remove Items

The Task Checklist: Add/Remove Items page is used to manage checklist items for a template task. Checklist items are like sub-tasks that must be done before a task can be completed. Each checklist item starts out with a value of Pending, which can be changed to Passed, Failed, or Not Applicable when the job schedule is managed from pages such as the To Do List or JME.

 

To add checklist items:

  1. Enter the name of each checklist item in a separate text box of the Add New Checklist Items section.

  2. Click the Add Checklist Items button.

 

To modify checklist items:

  1. Correct the name of the checklist item in the text box under the Checklist Item section.

  2. The Status should be left as Pending. This is the beginning status of the checklist item when added to a job.

  3. Click the Update Checklist Items button.

 

 

To delete a checklist item, click the button beside the appropriate item.

 

If you accessed this page from the link in the Apply Template Changes section of the Template Actions page, you will see a check box to Apply to Jobs. If you check this box and update the existing checklist items, a pop up window will appear to guide you through the process of applying the changes to active jobs.  Choose whether to apply to All Active and Hold Jobs or Select Jobs from a list. The updates to the checklist items will be applied to the jobs you have chosen. Changes will only be applied to the corresponding task if the task is in Scheduled status. If no checklist items are assigned to the corresponding task, they will be added (if the task is in Scheduled status).

 

 

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