1. Enable the feature by setting the global setting GBL029 (Enable Checklist Capabilities, under module Common and submodule Global Settings) to True for the active ServiceMax org-wide profile. Defining the global setting GBL029 value to True enables the following:

a. Checklist Question Library under the group ServiceMax Setup home Checklist Manager.

b. SFM transaction type to generate a Checklist/Survey type of Process in Checklist Designer.

c. SFM Wizard Step Type Checklist in SFM Wizard Designer.

2. Create a Standard SFM Transaction of type to generate a Checklist/Survey type of Process, for example, Work Order Checklist.

3. Define a new SFM wizard for the Work Order object and add a new step with Wizard Step Type Checklist.