Working with Checklist Specifications

You define Checklist specifications that you can associate with Task specifications. The Checklist specification defines the individual steps that must be completed to complete a task.

In UIM, all checklist items must be marked as complete before an activity can be completed.

When working with Checklist specifications, see the following topics:

Creating a Checklist

To create a checklist:

  1. Repeat the following steps for each item you want to include in the checklist:

    1. Create a Checklist specification.

    2. In the Properties tab, click Add.

      The Checklist Item dialog box appears.

    3. Enter a description for the checklist item, and then click OK.

      The dialog box closes and the Checklist Items table displays the item you added.

  2. (Optional) To adjust the order of the checklist items, select an item and click Move Up or Move Down.

  3. (Optional) To remove an item from the checklist, select it and click Remove.

Checklist Specification Editor

Use the Checklist Specification editor to define steps to be completed sequentially as part of an activity. You associate Checklist specifications with Task specifications.

When working with Checklist specifications, see the following topics:

Checklist Specification Properties Tab

Use the Properties tab to define checklist items.

Section Use
Checklist Item Displays a list of the items in the checklist.

Click Add to add an item. Select items, and then click Move Up or Move Down to change the order of items.