Checklists MOD0099E5

• PM Administration Master Data Checklists

Information

• In this module, checklist templates are created and administrated, which are used as a copy template when creating and assigning checklists to todo items (in the Todo Item module).

Procedure

• By clicking on the Insert button in the toolbar or by selecting the Insert Checklist context menu command, a blank record is inserted.
• Enter the Checklist name.
  • As a result, the number is automatically generated in the Checklist field.
• Select the Subject area from the listbox of the same name.
• Select Insert--> Checklist item from the context menu to enter the individuals items.
• Enter the required text in the Checklist item field.
• Add further items if necessary.
• After saving, the new checklist can be used as a copy template.

Notes

• Checklists from checklist templates can only be assigned to the todo items in the Todo Item module, in which individual todo items are to be edited in the form of a data sheet.
• Individual checklist items can also be assigned to the todo items in the Todo Items, Schedule or Task modules.

• PM Administration Master Data Checklists

Information

• In this module, checklist templates are created and administrated, which are used as a copy template when creating and assigning checklists to todo items (in the Open Item module).

Procedure

• By clicking on the Insert button in the toolbar or by selecting the Insert Checklist context menu command, a blank record is inserted.
• Enter the Checklist name.
  • As a result, the number is automatically generated in the Checklist field.
• Select the Subject area from the listbox of the same name.
• Select Insert--> Checklist item from the context menu to enter the individuals items.
• Enter the required text in the Checklist item field.
• Add further items if necessary.
• After saving, the newly created checklist can be used as a copy template.

Notes

• Checklists from checklist templates can only be assigned to the open items in the Open Item module, in which individual open items are edited in the form of a data sheet.
• Individual checklist items can be assigned to the todo items in the Open Items, Schedule or Task.modules