Associate a checklist template with a process

To use a checklist at runtime, associate a checklist template to an activity in a process.

See Checklist templates

  1. Create a Checklist process variable. See Create a checklist variable.
  2. Assign the Checklist variable to the activity as either an input or output variable. See Configure the input and output variables for an activity.
  3. Use a Ready for review node to set the checklist state as ready for review. See Configure a ready for review activity.

    After a checklist template is associated with a process, specify the items to be checked by each resource. After each resource completes the checklist, the checklist passes to the next resource for review.