Maintaining checklists

Select the “Maintain Checklist” activity in the “Quality Audit” business component.

The "Maintain Check List" page appears.

The system displays the following:

Date Time Format

The format in which the date and time field is displayed. This format is displayed from the "User Preferences" business component based on the login user ID. In case the format is not defined, the system displays the date and time format from the "Enterprise Modeling" business component by default.

Enter the following in the “Checklist Details” group box.

Checklist #

A unique code identifying the checklist used for auditing. Mandatory.

Ensure that the code entered in this field is a unique number.

Help facility available

Note: The system does not allow modification of Checklist # when the “Edit” radio button is selected.

Checklist Description	A textual description of the checklist. Mandatory.
Create	Select this radio button if you wish to create a new checklist.

Edit	Select this radio button if you wish to modify details of a checklist.
Checklist Type	Use the drop-down list box to select the type of checklist which you wish to create or modify. The system lists all the active and valid codes as defined for the quick code type “Checklist Type” in the “Maintain Quick Codes” activity of the current business component. By default the system displays the checklist type for which the “Default?” field in the “Maintain Quick Codes” activity of the current business component is specified as “Yes” else leaves this field blank by default.
Checklist Category	Use the drop-down list box to select the category to which the checklist belongs. The system lists all the active codes as defined for the quick code type “Checklist Type” in the “Maintain Quick Codes” activity of the current business component.
Checklist Status	Use the drop-down list box to select the status of the checklist. The system lists the following options: • Fresh – Indicates that the checklist is newly created. • Active – Indicates that the checklist has all mandatory details and at least one questionaire in the multiline. • Inactive – Indicates that the checklist will not be accessed while auditing. By default the system displays “Fresh” in this page.

Note: The system does not allow modification of checklist if the following conditions are true:

1. If the status of the checklist is inactive.

2. If you want to modify an “Active” or “Inactive” checklist to “Fresh” status.

Approved By	The code identifying the employee by whom the checklist was approved. Data entry in this field is mandatory if the “Checklist Status” is set as “Active”. Ensure that the value entered in this field is a valid employee number as defined in the “HRMS” business component. Help facility available
Approved Ref. / Rev #	The approval reference number. Data entry in this field is mandatory if the “Checklist Status” is set as “Active”.
	In the editable box alongside, enter the code identifying the revision. Data entry in this field is mandatory if the “Checklist Status” is set as “Active”.
Approved Date	The date on which the checklist was approved. Ensure that the date entered in this field is not later than the system date.
Checklist Ref. #	The number identifying the document associated with the checklist.
Addl. References	Any additional information.

Enter the following in the “Copy From” group box:

Checklist #

The number identifying the checklist from which you wish to copy details. Mandatory.

Ensure that the code entered in this field is a valid Checklist # as defined in the current business component.

Help facility available

Select the “Get” pushbutton to retrieve the checklist details in the multiline.
Enter the following in the “Associate Questionnaire” group box:

Seq #	The sequence number in which the questions need to appear in the checklist. Ensure that the number entered in this field is a unique sequence number and an integer.
ID	A user defined identification number for the questionnaire. Data entry in this field is mandatory if the “Checklist Status” is set as “Active”.
Question Type	Use the drop-down list box to select the type of question in the checklist. The system lists all the “active” quick codes as defined for the quick code type “Question Type” in the “Maintain Quick Codes” activity of the “Quality Audit” business component. By default the system displays the question type for which “Default?” field in the “Maintain Quick Codes” activity of the current business component is specified as “Yes” else leaves this field blank by default.
Question Category	Use the drop-down list box to select the category to which the question belongs. The system lists all the “active” quick codes as defined for the quick code type “Question Category” in the “Maintain Quick Codes” activity of the “Quality Audit” business component. By default the system displays the question category type for which “Default?” field in the “Maintain Quick Codes” activity of the current business component is specified as “Yes” else leaves this field blank by default.
Mandatory?	Use the drop-down list box to specify if the given question is mandatory to be responded while auditing. You can select from the options “Yes” and “No”. By default the system displays “Yes” in this field.
Requirement	The question text. Data entry in this field is mandatory if the “Checklist Status” is set as “Active”.
Audit Instructions	Step-by-step instruction on how the audit must be conducted. Data entry in this field is mandatory if the “Checklist Status” is set as “Active”.
Check Point	The broad classification based on which question is asked. E.g. Safety. Data entry in this field is mandatory if the “Checklist Status” is set as “Active”.
Reference Details	Any details regarding the reference document number.
Remarks	Any remarks regarding the questions.

Note: Ensure that at least one row is entered in the multiline.

Select the “Re-Sequence” pushbutton to repopulate the sequence column
Select the “Maintain Checklist” pushbutton

The system creates or updates the Checklist # for which details are entered in the page.

To proceed carry out the following:

Select the “Upload Documents” link at the bottom of the page to upload files in the system against the checklist #.

The system displays the following field:

No. of Documents Attached:

TThe count of documents or files uploaded against the Checklist #.

The system displays the following field:

The system generates the record following information in the “Record Statistics” group box:

Created By	The name of the user who created the Checklist.
Created Date	The date on which the Checklist was created.
Last Modified by	The Login User name who modified the quality audit schedule record.
Last Modified Date	The date on which the record was modified.