Answering Checklists
To answer the checklist, perform the following steps:
1. Open a Work Order and select a checklist process from the SFM wizard. The checklist process with the status Not Started is displayed.
2. Click Work Order Checklist in the Checklist Delivery screen and answer the questions.
3. Click Quick Save and then Cancel to navigate back to the Checklist Delivery screen. On the Checklist Delivery screen, you will see the status In Progress.
4. Click Work Order Checklist again, edit your answers as needed, and then click Submit. On the Checklist Delivery screen, you will see the status Completed.
5. Click Work Order Checklist, to see your answers in read-only mode.
6. You can click the Start New link to create a new instance of the same checklist and start answering the questions for the new instance.
For an example of configuring and implementing a business use case with multiple custom checklists, each to be filled by different technicians at various stages of a work order, see
Business Use Case: Flow-based Checklists.
The next section describes in detail all the steps involved in implementing checklists, showing the feature flow from configuration through delivery to reporting.