A checklist comprises a library of questions or a list of to-do items, and associated answers or responses. These are widely used in field service during product and site inspections.

Checklists feature in ServiceMax involves defining and managing a question library. Checklists can be configured from this library for different types of products, activities, and so on. These are filled by technicians at relevant stages of field service. Then reports can be generated out of filled checklists, to analyze patterns and volumes related to maintenance, troubleshooting, and servicing of products, per technician or team.

For more information on how to configure Checklists, refer Checklist Configuration.