Create Split Checklist

Explanation

A split checklist is used as a control for shop order splits. By listing either documents or activities and the person responsible, the user can designate the steps necessary to approve the performance of a split. Orders without a checklist may be split at any time by anyone. 

Prerequisites

• If a business process requires the use of a checklist, templates must first be created in the Split Basic Data window.
• To maintain split checklist the shop order must not contain split operations

System Effects

The system attaches a checklist to the shop order split functionality that must be approved and completed before the split can be performed.

Window

Split Checklist Basic data
Shop Order

Related Window Descriptions

Split Checklist Basic Data
Shop Order

Procedure

Basis Data Process

1. Open the Split Basic Data window.
2. In the Split Checklist Template tab, create a new record while the cursor is in the Check List ID field.
3. Enter a numeric checklist ID in the Checklist ID field and a description in the Checklist Description field. Site is suggested as the user default site and Site Default Template is by default set to No Default but could optionally be changed to Default.
4. Save.
5. Enter the Split Checklist Item No and Checklist Question. A Checklist Comment is optional.

Shop Order Header Process

1. In the header of a shop order, right-click and then click Merges and Splits.
2. Click Maintain Split Checklist.
3. In the Shop Order Split Checklist Maintenance dialog box, the user can choose to apply a Checklist Template by clicking List while the cursor is in the Source Template field.
4. The user can create a completely new checklist or make modifications to a selected template by entering the data into the columns of the table. Once the data is entered, click OK.