Checklists are forms that define the prerequisites or procedural steps that need to be accomplished during the lifecycle of another object. For example, checklists can be used for managing permits, information purposes only, or contain the actual steps the user must take prior to completing work in the field.

Planners can use the activity portal to manage checklists directly from the activity record. Here’s how it works:

There are two classes of checklist enabled for work activities in the base product:

General checklists are previously defined sets of details or steps. Each line item in the checklist is just a description. All mandatory line items in a checklist must be marked as complete before the user can complete the checklist.

For example, Circle of Safety Checklist

Permit checklist is a new class of checklist to manage permit requirements. Each line item of this checklist refers to a permit.

Permit checklists have additional rules that govern how and when the checklist or checklist items can be completed. A checklist item can only be marked as complete when its associated permit has been activated.

Permit checklists are available for both work activities and construction work activities and are managed from the activity’s Permit Checklist zone on a separate Permit tab.

Though it’s probably unlikely, you can also enable such checklists for other objects, just like the General Checklist above. Please refer to WAM Implementer training for how to enable checklists for other objects.