Flow-Based Checklists
The following is a flow-based business use case with multiple checklists.
Consider Product A, which requires the following steps for commissioning:
• Technician X does the preliminary inspection and setup.
◦ Fills up the Prerequisites checklist.
◦ On submitting the checklist, the work order’s status is changed from Open to Setup Completed.
• Technician Y does the physical installation.
◦ Fills up the Installation checklist.
◦ On submitting the checklist, the work order’s status is changed from Setup Completed to Installation Completed.
• Technician Z does the technical configuration, bringing the system live.
◦ Fills up the Configuration checklist.
◦ On submitting the checklist, the work order’s status is changed from Installation Completed to Configuration Completed.
The configuration steps for the above business requirements are given below:
• Add the three custom picklist values to the Order Status picklist field in Work Order: Setup Completed, Installation Completed, and Configuration Completed.
• Add all the questions for the three checklists to the library, using the Checklist Question Library screen or through bulk-loading.
• Configure three custom Checklist processes on the Work Order object. The details of the checklist process are:
◦ Prerequisites: Qualifying Criteria to set Order Status Equals Open; Source Object Update to set Order Status to Setup Completed.
◦ Installation: Qualifying Criteria to set Order Status Equals Setup Completed; Source Object Update to set Order Status to Installation Completed.
◦ Configuration: Qualifying Criteria to set Order Status Equals Installation Completed; Source Object Update to set Order Status to Configuration Completed.
• Add the appropriate questions to each checklist process, grouping them in separate sections as required.
• Configure a custom SFM Wizard on Work Order named "Commission Product A", with three wizard steps of type Checklist and details as follows.
◦ Setup Checklist: Set Criteria To Enable This Step to Order Status Equals Open.
◦ Installation Checklist: Set Criteria To Enable This Step to Order Status Equals Setup Completed.
◦ Configuration Checklist: Set Criteria To Enable This Step to Order Status Equals Installation Completed.
The following screen displays the delivery of these checklists to the different technicians, as the work order goes through different stages.
A work order assigned to Technician X is displayed in the wizard as follows.
After Technician X completes the preliminary inspection and setup, the work order is assigned to Technician Y. The wizard is displayed as follows.
After Technician Y completes the installation, the work order is assigned to Technician Z. The wizard is displayed as follows.
Technician Z completes the technical configuration. The three checklists for a work order are completed.