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




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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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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".




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.


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