Create Split Checklist Template
Explanation
A split checklist is used as a control for shop order splits. It defines a set of checklist items (documents or
activities) that must be approved before a shop order can be split. Split checklists can be configured by the
Site Default Template field and the Auto Attach to Shop Order toggle.
- Site Default Template field indicates that the template is the default split checklist for
the selected site.
- Auto Attach to Shop Order toggle is available only when the Site Default
Template is set to default. This toggle controls whether the default checklist is automatically attached
to the newly created shop orders.
If no split checklist is attached to a shop order, the order can be split directly by any authorized user.
Prerequisites
N/A
System Effects
- A new split checklist template is created.
- The split checklist template can be used to quickly define a split checklist for a shop order.
- If Site Default Template is set to default, the template becomes the default split checklist
for the selected site. However, the checklist is not automatically attached to the shop orders unless
Auto Attach to Shop Order is enabled. The template is automatically selected
only when the Maintain Split Checklist is opened. The shop order can be split
directly until the checklist is attached and approved.
- If Auto Attach to Shop Order is enabled, the split checklist is automatically attached to
all newly created shop orders for the site. On the Shop Order page, the Split
Shop Order command is disabled until all checklist items are approved. Users must complete the checklist
via Maintain Split Checklist before splitting is allowed.