1.2.1.3 Checklist

This topic describes about the list of mandatory checkpoints by the bank to its users to adhere to during the Product Origination processes.

Checklist are the distinct and this section describes list of mandatory checkpoints by the bank to its users to adhere to during the Product Origination processes.

To add checklist:

1. Select the stage and click Checklist tab.

   The Create Business Process – Checklist screen displays.

   Figure 1-20 Create Business Process – Checklist

   
   

   
   Description of "Figure 1-20 Create Business Process – Checklist"

   
   
2. Specify the fields on Create Business Process - Checklist screen.
   For more information on fields, refer to the field description table.

   Table 1-16 Create Business Process - Checklist

   Field	Description
   Checklist Data	It is a free-text field that allows to user to enter the checklists that must be validated as part of selected stage.
   Mandatory	Select if the document submission for the stage is mandatory.
   Business Products	Select the required option for the document submission requirement. Available options are: Single Product List of Products All
   Save	To save the captured details, click Save.
   Cancel	Click Cancel to close the Business Process screen, the status of this gets updated as ‘In-Progress’. The user can work on it later by picking it from the View Business Process screen.