Home > SI Documentation (v14) > Administrator Guide > Setup > Control Panel > Checklists

Checklists

Details

 

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Checklists are customizable lists in SI and can be associated with a Project, Task, or Service Order. The can also be used to add planning tasks in the Gantt view of a Project.

 

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A checklist can be flat or you can have a hierarchy of up to three levels. Once an item has been added to a checklist it can be promoted/demoted or moved up or down in the list.

 

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Projects

 

You can add multiple Checklists to a Project. You can add a Checklist to a project, or to edit an existing Checklist from the Project Explorer by selecting the Project and clicking Open->Checklists:

 

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You can also access these from the Project Editor.

 

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This opens the Manage Project Checklists dialog where you can add and edit checklists.

 

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When you open a Checklist for edit, the following additional fields are available:

 

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When you check an item in the list, the fields will automatically populate as shown below, but you can manually set/change the fields if needed. You can also add notes to any item in the list.

 

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You can manually change the Status field for any item in the list to "In Progress" or "On Hold".

 

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When any items are marked as "On Hold", an icon will display next to item in the checklist.

 

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This icon will also display on the Manage Project Checklists dialog.

 

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If you would like to view/print report of a Checklist, click the Preview Button:

 

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Note: Unlike other reports in SI, this one cannot be customized in our Report Designer.

Tasks/Service Orders

 

Tasks and Service Orders can have one Checklist associated with them only, vs. the multiple Checklists allowed for Projects. Checklists are added/edited via the Checklists tab on each Task/Service Order.

 

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The additional functionality with Task/Service Order Checklists is that they can sync to/from Mobile Install. When publishing a Task/Service Order to Mobile Install, there is a "Publish Checklist" option:

 

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In Mobile Install there is a Checklist tab:

 

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Gantt View

 

Another use for Checklists is to quickly add/insert a list of planning tasks in our Gantt View for a Project.

 

gantt view.jpg

 

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