Creating Checklist Templates Using PDF Forms

If you have an existing list of checklist items and do not want to manually enter each one of them, you can save this list as a PDF and add them to your checklist template.

To create a checklist template using a PDF form

1. On the View menu, click Field Administration > Checklists> Manage Templates > Create.
2. Enter the following information:
• Locked: This check box is selected when a checklist template is published and indicates that the template cannot be edited.This field is read-only.
• Module*: The configured checklist module under which the checklist is to be created.

Only modules that are configured (Administration module > Lookup Group Maintenance > Checklist Module) are displayed here.

• Published: This check box is selected when a checklist template is published. This field is read-only.
• Rev#: The revision number of the checklist template, which is displayed here by default. This field is read-only.
• Template Name*: The name of the checklist template that is unique to the project.
• Type*: Select the 'PDF Form' type. The PDF Form tab is displayed below.

*These fields are required.

3. To upload a PDF form, in the Select a PDF file to upload field, click Browse, locate the PDF form, and then click Open.
4. Click Upload.

   The PDF Form file is uploaded and displayed. The file path and file name is displayed in the 'Current PDF file name' field.

Tip: If the PDF form is not displayed, you may need to change your Adobe Reader setting (Edit > Preferences > Internet > Select the 'Display in PDF browser' check box).

5. To add approver roles for the checklist, click the Approvers tab, and then click Add.

For more details about adding approvers, see "Adding Approver Roles for the Checklist".

6. To add workflow details for the checklist, click the Workflow tab, and then click Route.

For more details about the workflow, see "Record Workflows".

7. To add links to other records, click the Links tab, and then click Link.

For more details about adding links, see "Record to Record Linking".

8. To save the changes and keep the form open, click > Save.

—Or—

To save the changes and close the form, click > Save and Exit.

See Also