Creating Checklist Templates

The following procedure explains how to create a checklist template.

To create a checklist template

1. On the View menu, click Field Administration > Checklists > Manage Templates, and then select a view.
2. Click .

The Checklist Templates form appears.

3. Enter the following information:
• Name*: The name of the checklist template that is unique to the project.
• Type*: The type of checklist template that you want to create.
• Checklist: Enables you to manually enter checklist items.
• PDF Form: Enables you to upload a PDF of the checklist items.
• 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.

• Rev#: The revision number of the checklist template, which is displayed by default. This field is read-only.
• Published: This check box is selected when a checklist template is published. This field is read-only.

Only a published checklist template can be used to create a checklist in Prolog Mobile. Checklist templates that have not been published are not available in Prolog Mobile.

• Locked: This check box is selected when a checklist template is published. This also indicates that the template cannot be edited. This field is read-only.
• Select the Excel Spreadsheet to import: Import an existing template. Only templates in an Excel format can be imported. For more details, see "Importing or Exporting Checklist Items in Microsoft Excel".

*These fields are required.

4. To add checklist items for the checklist, click the Checklist tab, and then click Add.

For more details about adding items, see "Adding Checklist Items to Checklist Templates".

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