Create a checklist template
Use a checklist template to group commonly used items for reuse.
For example, group Name, Address, Telephone Number and Email ID into a PersonalDetails checklist template and use the template to create employee records, customer details, or patient records.
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On the
Home tab, click
.
The Checklist Template page appears.
- Select a Category for the checklist template.
- Enter a Name for the new item.
- Enter the Display Name for the new item, for example, Scan Document.
- Enter an optional Description for the new item.
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Consume the checklist items to associate with the template
in the
Checklist Items box.
Use the up and down arrows to set the order of checklist items in a template.
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Configure possible responses for each checklist item and define
the columns to display, enter a name (Response) and description for each
response and then click
Add
.
At runtime each possible response appears in a separate column next to the checklist item.In this example, the Customer Details and Employee Details templates have the following common checklist items: NAME, ADDRESS, PHONE, and EMAIL.
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For the Employee Details template, if you create one column, for example, Complete, one option appears for each checklist item in the template at runtime.
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For the Customer Details template, if you create two columns, for example, Yes and No, two options appear for each checklist item in the template at runtime.
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Specify which responses to record in the Process Intelligence (PI)
database. Recording responses helps determine patterns. In the
Checklist Responses group:
- Click Yes for Record to PI .
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On the
Response to record
list, select the response to monitor.
A list of predefined responses appears.
- Select the responses to record.
- Click Save.