Create Default Checklist for Control Plan Purchasing

Explanation

This activity is used to create a default checklist for control plan/template type purchasing. A checklist is an optional set of user-defined steps created to assure that no important steps are left out when a user creates a control plan template.

You can add, delete, or update checklist items. If you create a new control plan/template type purchasing and a default checklist has already been created for that control plan/template type, the system automatically associates the appropriate default checklist with the control plan/template type. If no default checklist has been created, you can manually create a checklist for that control plan/template type.

To create a new checklist item for control plan/template type purchasing choose the record with purchasing as the control plan/template type, click the new command, define sequence numbers and questions for the checklist and click Save. It is also possible to enter notes to expand or explain the checklist questions.

Prerequisites

N/A

System Effects

As a result of this activity, a default checklist is created for Control Plan/Template Type Purchasing. Any changes in the default checklist do not affect checklists connected to previously created control plans/templates.