Welcome > Administration > Manage checklists > Create a checklist template

Create a checklist template

  1. On the Administration menu, point to Maintain Checklists and click Checklist Templates.

    The Checklist Templates page appears displaying the list of existing checklist templates.

  2. Click Create Creates an item.

    The Checklist Templates - Create page appears.

  3. On the Category list, select a category.
  4. In the Name box, enter a name for the new template.
  5. In the Display Text box, enter the text to display for the new template.
  6. In the Description box, enter a description.
  7. Associate checklist items with a template as follows:
    1. On the Template Items tab, click Add Creates an item.

      The Checklist Items dialog box appears.

    2. Select the check box next to the checklist items to add to the checklist template.
    3. Click OK. The Checklist Templates - Create page appears.
  8. To rearrange checklist items, on the Template Items list, select the item to move, and click Move Up WorkspaceUpArrow or Move Down WorkspaceDownarrow.
  9. To configure responses for a checklist and thereby define the columns that appear against a checklist item:
    1. Click the Responses tab.
    2. Enter the name and description for the new template column.
    3. Click Create.
      Note At runtime, each column is represented by an option and appears next to the checklist item. The reviewer can select these options as needed.
  10. Specify which responses in a checklist to record to PI (Process Intelligence) database as follows (use this feature to help identify patterns and issues):
    1. Select the Record to PI check box, which enables the list.
    2. On the Response to Record list, select the responses to monitor.
      Note This list only displays predefined responses.
  11. Click Save.

    Save the current template before moving to another checklist template; otherwise, you will lose all the changes you made to the template, including those made to the Template Items list.