Creating a checklist
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Prerequisite
- Access to the Configuration > Checklist menu.
Introduction
This article will teach you how to create a checklist in the system. The checklist creation menus are usually found in the configuration tab of the components' menus.
Additionally, evaluation checklists can also be included in the system. This type of checklist is meant for supplier evaluation, audit support, or participation in inspection steps. Access the Creating an evaluation checklist article and learn more.
Creating a checklist
1. Access the Configuration > Checklist menu.
2. Click on the arrow next to the 
button.
3. Enter the ID # and name of the record.
4. Click on the 
button.
5. Once the record is saved, the other configurations will be enabled.
Adding items to the checklist
Once the checklist is saved for the first time, its items must be inserted. In the item tab, build the structure of questions that will be used as verification criteria.
Watch the video below to learn how to perform this operation:
Additional information
To learn how to configure a checklist security record, access the Checklist security article.
The Component tab displays all the components in the system that use the checklist being edited.
Another way to insert a checklist is by using one already created in another component. To learn how to perform this operation, refer to the Using a checklist in different components article.
Conclusion
With its record created, it is possible to associate the checklist with other records in the system.