Master Checklist

Select the “Master Checklist” activity under the “Notes” business component.

The “Master Checklist” page appears.

Note: Clicking this icon available near certain fields takes you to the help page of the respective field.

Enter the following field details:

Mode

Use the drop-down list box to specify the mode of master checklist. The options are “Maintain” and “Map”. The system displays “Maintain” by default on the launch of the page.

When the Mode is selected as “Maintain”

Enter the following field details:

Checklist

The code identifying the master checklist.

The system displays the following:

Checklist Description	The description of the master checklist.
Status	The status of the checklist.

Note: During the “Maintain” mode, a new checklist that gets created will be in “Fresh” status.

Enter the following details:

Inactivate

Check this box, to make the checklist inactive.

Note: Only an Active checklist can be inactivated.

Enter the following details in the “View Child Checklist Details” group box :

Child CL ID	Use the drop-down list box to select the child checklist number.
Sub Child CL ID	Use the drop-down list box to select the sub child checklist number.

The system displays the following:

Child CL Desc.	The description of the child checklist number.
Sub Child CL Desc.	The description of the sub child checklist number.

The system displays the following in the “Checklist Details” multiline:

Serial Number

The sequential number of the checklist, based on the derivative of category.

Note: Serial number is generated based on the Category chosen.

1. All the multiline rows which has category as "Heading" or "CL-Heading" will follow the simple rule of Integer values starting with 1 and increments by 1. First row will always be 1. In following rows the first which has category value as "Header" or "CL-Header" will become 1+1 that is 2. And so on the logic for serial numbers for all the Heading and CL-Heading will follow.

2. All the multiline rows which have category as "Sub-heading" or "CL-Sub Heading" will follow the serial number generation in 1.1, 1.2, 2.1, 2.2 etc. format. The number before the decimal number will be the same serial number of the "Heading" or "CL-Heading" which precedes this row.

3. First row cannot be chosen as "Sub-heading" or "CL-Sub Heading"

Enter the following details in the “Checklist Details” multiline

Category	Use the drop-down list box to specify the category of the checklist. The options are “Heading”, “CL-Heading”, “Sub–Heading” and “CL-Sub Heading”. The system displays “Heading” by default.
Checklist Content	A gist of the checklist.
Standard Value	The standard value of checklist to check the deviations at all the transactions.
Remarks	Any additional description of the checklist.

Click the “Maintain” pushbutton to manage the master checklist details.

When the Mode is selected as “Map”

Enter the following field details:

Checklist

The code identifying the master checklist.

The system displays the following:

Checklist Description	The description of the checklist.
Status	The status of the checklist.

Note: The status of the checklist gets updated to ‘Active’ once a transaction is assigned to the checklist.

Enter the following details:

Inactivate

Check this box, to make the checklist inactive.

The system displays the following in the “Application and Assignment Details” multiline:

Transaction Type

All the transaction type for the checklist.

Enter the following details in the “Application and Assignment Details” multiline:

Applicable

Check this box, to indicate whether the checklist is applicable for the transaction type.

Click the “Maintain” pushbutton to map the master checklist details to selected transaction types.

The system displays the following details in the “Data History” group box:

Created By	The login ID of the user who created the master checklist details.
Created Date	The date on which the master checklist details were created.
Last Modified By	The login ID of the user who last modified the master checklist details.
Last Modified Date	The date on which the master checklist details were last modified.