---
alias: tutorials-open-a-checklist
glightbox: false
description: "Create checklist instances independently from their original definitions for specific execution modes"
---

# Open a Checklist

A **Checklist** Instance is the practical application of a **Checklist** in a specific context. It is an active object created from a **Checklist**, with its lifecycle operating independently of the original **Checklist** definition. Multiple instances can be created from a single **Checklist**, each functioning independently. On the **Checklist** details page, a dedicated section allows us to view all opened **Checklist** instances.

```mermaid
graph LR
    A2[Maintenance Activity Order] --- L1
    Main[Checklist] === L1[Checklist Instance]
    N1[Protocol Instance Path] --- L1
    A3[Material] --- L1
    L1 === L2[Checklist Instance Item]
    L2 === L3[Checklist Instance Item Parameter]
   
classDef mermaid_title color:#000, fill:#fafafa, stroke:#fafafa, stroke-width:0x, font-size:100%, font-weight:200;
classDef mermaid_start color:#000, fill:#fafafa, stroke:#fafafa, color:#fafafa, stroke-width:0x, font-size:100%, visibility: hidden;
classDef mermaid_businessdata color:#000, fill:#65CDE8, stroke:#65CDE8, stroke-width:0px, font-size:100%;
classDef mermaid_businessdata:hover color:#FFF;
classDef mermaid_nonbusinessdata color:#000, fill:#B7DEE8, stroke:#B7DEE8, stroke-width:0px, font-size:100%;
classDef mermaid_entity color:#000, fill:#FB9F53, stroke:#FB9F53, stroke-width:0px, font-size:100%;
classDef mermaid_entity:hover color:#FFF;
classDef mermaid_entitylinked color:#000, fill:#FCD5B5, stroke:#FCD5B5, stroke-width:0px, font-size:100%;
classDef mermaid_context color:#000, fill:#B9CDE5, stroke:#B9CDE5, stroke-width:0px, font-size:100%;
classDef mermaid_context:hover color:#FFF;
classDef mermaid_optional color:#000, fill:#B7DEE8, stroke:#65CDE8, stroke-width:1px, font-size:100%, stroke-dasharray: 5 5;

class Main mermaid_entity
class A1,A2,A3,A4,A5,A6,A7,A8,A9,A10,A11,A12 mermaid_businessdata
class L1,L2,L3,L4,L5,L6,L7,L8,L9 mermaid_entitylinked
class C1,C2,C3,C4,C5,C6 mermaid_context
class N1,N2,N3,N4,N5,N6 mermaid_nonbusinessdata

click Main "../../business-data/checklist"
click A1 "../../business-data/maintenance-plan"
click A2 "../../business-data/maintenance-activity-order"
click A3 "../../business-data/material"
click C1 "../../administration/tables/smart-tables/materialchecklistcontext"
```

Depending on the scope and other attributes of a **Checklist**, we might have two options to open a **Checklist** instance: [[user-guide-open-checklist-instance]] or [[user-guide-open-checklist-for-material]]. Let's dive into these options.

## Open Checklist Instance

The **Open Checklist Instance** feature is only available if the Scope is **General** and the Execution Mode is **Long Running**. To proceed, simply choose a **Checklist** that meets these criteria, then locate the **Open** button under the **Instances** section on the top ribbon.

![Open Checklist Instance](../images/open_checklist_instance.png)

Selecting this button opens the **Open Checklist Instance** wizard. In the wizard, select the **Open** button, as shown below.

![Open Checklist Instance Wizard](../images/open_checklist_instance_wizard.png)

Upon opening a **Checklist** instance, a wizard will display a success message along with a link to the most recent instance. Selecting this link opens the **Checklist** instance on a new page.

![Open Checklist Instance Success Message](../images/open_checklist_instance_success.png)

As explained in the [[user-guide-create-checklist#condition|Conditions]] section, these **Checklists** can only include a **Date Interval** condition. If such a condition has been defined for one or more **Checklist** items, their availability will depend on the date when the **Checklist** is performed.

![General Checklist Conditions](../images/general_checklist_conditions.png)

For further guidance on the next steps, see [[tutorials-perform-a-checklist]].

## Open Checklist Instance for Material

The **Open Checklist Instance for Material** option is only available if the Scope is **Material Tracking** and the Execution Mode is **Long Running**. To proceed, simply choose a **Checklist** that meets these criteria and locate the **Open For Material** button under the **Instances** section on the top ribbon, as shown below.

![Open Checklist Instance Material](../images/open_checklist_instance_material_2.png)

Afterwards, specify a **Material** for which the **Checklist** instance will be executed.

![Open Checklist Instance Wizard Material](../images/open_checklist_instance_wizard_material.png)

Watch the video below for a closer look.

<!-- Video filename: open_checklist_for_material.mp4 -->
{% set video_id = 'ba26125ee9a610012a3308b88a160998' %}
{% include-markdown 'includes/cloudflare_stream.md' %}

For further guidance on the next steps, see [[tutorials-perform-a-checklist]].