---
alias: user-guide-open-checklist-instance
description: "This operation creates and opens a checklist instance for system use"
---

# Open Checklist Instance

:lock: ChecklistInstance.**Open**

## Overview

This operation is used to create and open a **Checklist Instance**.

!!! info
    Usually a Checklist is not opened directly by the end user, but rather by the system itself in the context of other modules, such as Exception Management and Maintenance Management.

## Setup

No special setup is required other than to meet the preconditions of the transaction.

## Preconditions

* The **Checklist** is Active or Checklist Version is Effective.
* The **Checklist** is of scope General.
* The **Checklist** Execution mode is Long Running.

## Sequence of Steps

The Open Checklist Instance wizard can be called from the **Checklist** page within the Business Data Group.

1. Press **Open** to perform the operation.

![Screenshot showing a UI with an "Open" button, used to initiate the operation of opening a checklist instance.](../images/open_checklist_instance.png)

!!! note
    For Checklist items containing specific conditions, you must define the suitable context. For more information, see [[user-guide-preview-checklist#checklist-with-conditions|Checklist With Conditions]].