Difficulty: novice
Content
Learning Objectives
After reading this article, you will be able to:
Perform the module activation for Checklists
How to navigate to the module navigation
To start the module activation for Checklists we have to:
Navigate to the startBoard
Click on the module activation tile
Select the tab “Available modules to roll out” and select Checklists
click “Rollout selected module”.
This will provide you with a short explanation like the one below.
After your click ‘OK’, a new page (first step of the wizard) will open:
The module activation takes you through all the steps that need to be performed.
Steps to follow
Step 1: Settings to be determined
Tip: We go over the settings in the table below. However, hovering over the field you are filling in will often provide you with the same help text.
Setting | Explanation |
|---|---|
Checklist template | This template is sued to automatically generate a checklist document. By default, the standard available baseline document is used. |
Use checklists in preventive workorders | If set to yes, use checklists in preventive workorders. |
Pre-defined setting tab
Step 2: Start this module activation
What happens when clicking the green Start button in this wizard step?
You move on to the next page of the Wizard.
Workflow emails are automatically created. Meaning that we create the workflow emails that are send out when submitting/cancelling/closing Checklists. More on these emails in the next step.
You’re done with this step and can click the green ‘Start’ button to start the actions described above.
Step 3: Check data and close the module activation
On the next page we can check all items that have been created. This also contains a checklist you can follow.
To see what workflow emails have been created we navigate to the Generated workflow emails include. We can take a closer look at the individual emails by clicking on the hyperlinks but for more info on workflow emails check /wiki/spaces/KB/pages/25034763.
If everything is handled we can close the module activation by clicking the close button, Checklists will now be shown as a NavigationMenu option.
Where do I find the settings I selected
General checklists settings can be found in the client settings: press the ‘Module settings’ tile on your startBoard > ‘Checklists’ tab.
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