Create Checklists

In order to create a Checklist, follow the steps below:

  1. Create a Checkpoint:
    1. In the ADC, navigate to the Checkpoints screen and click (Add) to create a new Checkpoint.
    2. In the General Properties tab, specify the Code (Checkpoint name) and the Description of the Checkpoint.

      3. The Medium Description field contains the question the user has to answer or the target value to which a reading is compared in the case of a Scales verification scenario.

    3. In the Checkpoint Values tab, define the Checkpoint's values (these are typically the answers to the Checkpoint question; if the Checkpoint is to be used to verify Scales, this tab should be left empty).

    4. If necessary, repeat the above steps to add more Checkpoints.
  2. Create a Checklist:

    1. In the ADC, navigate to the Checklists screen and click (Add) to create a new Checklist.

      2. If the Checklist is to be displayed before weighing can begin rather than during Scales verification, the predefined 'Weighing' Checklist must be used.

    2. In the Checklist General Properties tab, specify the Checklist Code (Checklist name) and enter the Description of the Checklist.
    3. In the Checkpoint Links tab, click (Add) to link the Checklist to the previously created Checkpoints.
    4. In the Checklist Checkpoint Link window, link one or more parameters to the Checklist to configure in which circumstances it will be displayed.

Sample Checklist

Presented below is a sample Checklist as seen by an employee in the Weighing & Dispensing Cockpit.

For more details on Checklist usage and configuration, refer to the Checklist section of the Process Builder Help.