How to Create a Material Tracking 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.#

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 Scope. In this example, we selected Material Tracking.#

8. Optionally, enable the Define Standard Times property by setting it to True if you wish to configure a specific duration for each Checklist item.#

9. If Define Standard Times is enabled, you can also set the Track Execution Times property to True.#

This allows you to monitor compliance with the defined durations for each Checklist item.

10. Select the Create button.#

11. Select the Edit button.#

12. Select the Add Item button to add tasks to your Checklist.#

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

13. Once you are finished, Save the Checklist.#

14. The final step is to Request Approval to make the Checklist effective.#