Creating and Using Checklists

Creating Checklists in View/Edit Plans

To create Checklists, you must have permission to edit the lowest level plan element. You can edit a plan element if you're a sysadmin, a plan owner, or you are an owner/contributor of one of the ascending plan elements, or the plan you are in is in 'Planning' mode. 

Note
- When a plan is in 'Planning' mode, all plan members can make edits to any part of the plan, at all levels.
- Want to give plan assignees edit rights to the plan element? Set the plan option 'Grant Edit Rights to Plan Assignees' to 'Owner' or 'Owner and Contributors'.

Here are the steps to create a Checklist:

1. From the menu, navigate to View/Edit Plans, select Map View. 
2. Locate the lowest plan element that you wish to create a checklist for. 
3. Edit the plan element.
4. About half-way down the page, after the assignees, click on the 'Add Checklist' button. 
5. Select from 'Equal Weighting', 'Manual Weighting', or 'No Weighting'.
6. Give your first checklist item a description in the 'Name this item' field. 
7. To add more, click on the 'Add Item ...' button.
   
   

Tip
You can reorder checklist by placing your cursor along the perimeter of the checklist description box. The cursor will turn into a little hand and you can drag the item to a new position.

Weighting Options

There are 3 weighting options available for your checklist and all but one affects the progress of the plan element when the list is being checked off.

Equal Weighting - All checklist items carry equal weight. When providing progress updates, checking off items will automatically set the plan progress according to the % distribution of checklists.

Manual Weighting - With this option, it is up to the user to define the weight for each checklist item and all items need to add up to 100%. In Submit Updates, the progress is automatically set based on the % associated with the item being checked off.

No Weighting - With this option, the checklist does not affect the plan's progress. Owner/contributor will have access to the progress slider which they can control. 

Reorder Checklist Items

You can easily reorder checklist items with drag and drop. Simply click on the row you'd like to move and drag it to a new position. Remember to click Save to save your changes.

Mark Checklist Items in Submit Updates

When a user is providing a progress update, the user will be able to tell if there are checklist items as they will appear below the 'New update' editor. As they check the list off, it will automatically populate their editor box with the list item. If the checklist is set up with No Weighting, they will need to manually move the progress slider. For Manual and Equal Weighted checklists, the user does not need to worry about the progress slider.

3 easy steps to provide plan update with Checklist:

1. Check the box next to the item description.
2. Indicate Status (On Track, Minor Disruption, Major Disruption or Completed).
3. Optionally slide the progress slider for a manually weighted checklist.
4. Click Submit Update.

Q&A

Q: Are checklists available in Reports?

A: Yes. Checklists are available in Progress, Planning, and Tabular reports.

Q: What happens when I add a checklist to an Action that's already in progress?

A: The kind of checklist that you're adding to the Action may or may not affect the progress of the Action. The checklist that has no weighting will not affect the progress of the Action as the owner/contributor controls the progress. However, with a manual and equal-weighted checklist, it will trigger the progress % to recalculate based on the checklist items at the next update.