Associating a checklist with other system records
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Prerequisites
- Previously created checklist.
- Access to the Configuration > Revision > Route menu.
Introduction
After a checklist is created, it must be associated with other records so that it can be used.
A checklist is used in several components within the system; for our example, we will learn how to associate it with a revision route.
The illustrated association mode is valid for all components and screens in which it is possible to associate a checklist.
Associating a checklist with a revision route
1. Access the Configuration > Revision > Route menu.
2. Search for and select the desired revision route and click on 
.
3. Select the step in which the checklist will be added and click on .
4. In the Checklist field, click on the 
button.
5. Search for the desired checklist, select it, and click on 
.
6. If you have not created the checklist yet, click on the 
button and repeat the steps learned in the Creating a checklist article.
7. Click on to save the changes made in the step.
Conclusion
With the checklist associated with the route, it can be used during the revision process.