How to: Create a Checklist#

1. Go to the Business Data menu.#

2. Select the Checklist entity.#

3. Select the New button.#

4. Under the Change Set tab, select an existing Change Set or Create a new one.#

For more information, see Create Change Set - Critical Manufacturing Documentation Portal ⧉

5. Select the Next button.#

6. Under the General Data tab, complete the necessary fields.#

For more information, see Create Checklist - Critical Manufacturing Documentation Portal ⧉

7. Select the Create button.#

8. Select the Edit button.#

9. Depending on the selected configurations, add items to your Checklist, and complete the necessary fields on the right panel.#

10. And Save them.#