Master Checklist

Master Checklist / Form Type

Select the “Master Checklist / Form Type” activity under the “Notes” business component.

The “Master Checklist / Form Type” page appears.

Note: Clicking this icon available near certain fields takes you to the help page of the respective field.

Enter the following field details:

Mode

Use the drop-down list box to specify the mode of master checklist or form type. The options are “Maintain Checklist”, "Map Checklist", "Copy Checklist", “Maintain Form Type”, "Map Form type" and "copy Form Type". The system displays “Maintain Checklist” by default on the launch of the page.

When the Mode is selected as “Maintain Checklist”

Enter the following field details:

Checklist

The code identifying the master checklist.

The system displays the following:

Checklist Description	The description of the master checklist.
Status	The status of the checklist.

Note: During the “Maintain Checklist” mode, a new checklist that gets created will be in “Fresh” status.

Enter the following details:

Inactivate

Check this box, to make the checklist inactive.

Note: Only an Active checklist can be inactivated.

Enter the following details in the “View Child Checklist Details” group box :

Child CL ID	Use the drop-down list box to select the child checklist number.
Sub Child CL ID	Use the drop-down list box to select the sub child checklist number.

The system displays the following:

Child CL Desc.	The description of the child checklist number.
Sub Child CL Desc.	The description of the sub child checklist number.

The system displays the following in the “Checklist Details” multiline:

Serial Number

The sequential number of the checklist, based on the derivative of category.

Note: Serial number is generated based on the Category chosen.

1. All the multiline rows which has category as "Heading" or "CL-Heading" will follow the simple rule of Integer values starting with 1 and increments by 1. First row will always be 1. In following rows the first which has category value as "Header" or "CL-Header" will become 1+1 that is 2. And so on the logic for serial numbers for all the Heading and CL-Heading will follow.

2. All the multiline rows which have category as "Sub-heading" or "CL-Sub Heading" will follow the serial number generation in 1.1, 1.2, 2.1, 2.2 etc. format. The number before the decimal number will be the same serial number of the "Heading" or "CL-Heading" which precedes this row.

3. First row cannot be chosen as "Sub-heading" or "CL-Sub Heading"

Enter the following details in the “Checklist Details” multiline

Category

Use the drop-down list box to specify the category of the checklist. The options are “Heading”, “CL-Heading”, “Sub–Heading” and “CL-Sub Heading”. The system displays “Heading” by default.

Checklist Content

A gist of the checklist.

Standard Value

The standard value of checklist to check the deviations at all the transactions.

Min. Value

The minimum value, if any can be recorded against each checklist.

Max. Value

The maximum value, if any can be recorded against each checklist.

Associate Document

Click button to upload the documents related to the checklist. A “File Upload” popup window appears.

Enter the following details:

Name	The name of the file to be uploaded.
Path	The path where the file is placed. Click the “Browse” button to locate the path.

Click the “Upload” button to upload the file.

Click the “Cancel” button to cancel the file.

Remarks

Any additional description of the checklist.

Click the “Maintain” pushbutton to manage the master checklist details.

When the Mode is selected as “Map Checklist”

Enter the following field details:

Checklist

The code identifying the master checklist.

The system displays the following:

Checklist Description	The description of the checklist.
Status	The status of the checklist.

Note: The status of the checklist gets updated to ‘Active’ once a transaction is assigned to the checklist.

Enter the following details:

Inactivate

Check this box, to make the checklist inactive.

The system displays the following in the “Application and Assignment Details” multiline:

Transaction Type

All the transaction type for the checklist.

Enter the following details in the “Application and Assignment Details” multiline:

Applicable	Check this box, to indicate whether the checklist is applicable for the transaction type.
Inspection At	Use the drop-down list box to select the inspection level for the transaction type. The combo is loaded with “Item Property” and “None”. The system displays “Blank” by default on launch of the page.
Sample Size	Indicates the count of items that has to be inspected.

Click the “Maintain” pushbutton to map the master checklist details to selected transaction types.

When the Mode is selected as “Copy Checklist”

Enter the following field details:

To Copy from OU	Use the drop-down list box to select and copy the available master checklist from other OU. The combo is loaded with the OUs where checklist is available.
Checklist	The code identifying the master checklist.
Checklist Description	The description of the master checklist.

Click the “Search” pushbutton to view the search results in the multiline.

The system displays the following in the “Search Results” multiline :

Checklist OU	The organization unit of the master checklist.
Checklist ID	The code identifying the master checklist.
Description	The description of the master checklist.
Status	The status of the checklist.

Click the “Maintain” pushbutton to copy the checklist details from the chosen OU.

When the Mode is selected as “Maintain Form Type”

Enter the following field details in “Checklist / Form Type Details” multiline:

Form Type	A unique name identifying the type of forms for the transaction.
Form Description	The detailed description of the form types.

Click the “Maintain” pushbutton to save the various type of forms applicable for the transaction.

When the Mode is selected as “Map Form Type”

Enter the following field details in the “Application and Assignment Details” multiline:

Form Type	Use the drop-down list box to select the type of form for which the transaction type has to be mapped.
Applicable	Check this box, to indicate whether the form type is applicable for the transaction type.
Mandatory	Check this box, to indicate the transaction type is mandatory or not.

Click the “Maintain” pushbutton to map the form type details to selected transaction types.

When the Mode is selected as “Copy Form Type”

Enter the following field details:

To Copy from OU

Use the drop-down list box to select and copy the available type of forms from other OU. The combo is loaded with the OUs where type of forms is available.

Click the “Search” pushbutton to view the search results in the multiline.

The system displays the following in the “Search Results” multiline:

Form Type	The name of the various types of forms in the OU.
Form Description	The description of the form type.

Click the “Maintain” pushbutton to copy the form type details from the chosen OU.

The system displays the following details in the “Data History” group box:

Created By	The login ID of the user who created the master checklist / form type details.
Created Date	The date on which the master checklist / form type details were created.
Last Modified By	The login ID of the user who last modified the master checklist / form type details.
Last Modified Date	The date on which the master checklist / form type details were last modified.