Welcome > Administration > Manage checklists > Create checklist items

Create checklist items

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

    The Checklist Items page appears and displays a list of existing checklist items.

  2. On the Category list, select a category.
  3. In the Name field, enter a name for the new item.
  4. In the Display Text box, enter the text to be displayed for the new item.
  5. In the Description box, enter a description.
  6. Click Create.

    The new checklist item appears on the list under the selected category.

Maintain checklist items

  • To modify a checklist item, on the list of items, select the item to change, make your changes, and click Update.
  • To delete a checklist item, on the list of items, select the item to remove, click Delete Deletes an item, and click Yes to confirm the deletion.
    Note You can only delete an item that is not used by a template or as a process variable. Trying to delete an item that is in use generates a message stating that the checklist item cannot be deleted.