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Checklist items

Checklists can guide inexperienced users through each step in a process.

Use the output from checklists to display the stage of the job. For example, a customer applies for a credit card online and provides a name, address, employer name, and yearly income. The bank verifies the details and determines the credit limit. The bank can use a verification checklist to track the process as shown in the example map:

  • Check Customer Details: In this activity, the checklist is an output variable, and the Bank Clerk checks the details and completes the checklist. TotalAgility sets the state of the job as ready for review and the job passes to the Review Customer Details activity.

  • Review Customer Details: In this activity, the checklist is set as both input and output variables. At this stage, the checklist appears in two columns; the first column completed by the Bank Clerk is read-only. The second column is editable and is completed by the Bank Manager who reviews the details.

  • Fix Credit Limit: After the Bank Manager completes the checklist if the details are approved, the job passes to this activity.

  • Notify Customer: If the details are not correct, the job passes to this activity, and the credit card is not issued.

  • Issue Credit Card: In this activity, the bank issues the credit card.

A process map displaying check list items for approving a credit card.

Create a checklist.

Creating a checklist involves:

  1. Creating checklist items
  2. Creating checklist templates that can group one or more checklist items

Use the Ready for review node to enable a checklist for review.

See Configure a ready for review activity for more information.

A checklist has three states that determine whether the checklist is editable and whether the checklist includes a second column of data:

  • Read only: The checklist is only set as an input to an activity.

  • Read/write: The editable checklist is an output of an activity.

  • Review: A Ready for review node marks the checklist for review. The first column in the checklist is read-only. The second column is editable.

At runtime, you can enter comments against any of the responses defined for the checklist and can select one response to apply against all questions at once.

Before you progress an activity, you can query a checklist to determine if all items are complete.

How to: