Create a checklist template

Agents workspace enables the manufacturer to create a checklist for verification.

Before you begin

Role required: manufacturing operations admin (sn_mfg_cmn.manufacturing_operations_admin) or sales promotion manager (sn_sales_prm_mgmt.sales_promotion_manager)

Procedure

1. Navigate to Workspaces > CSM/FSM Configurable Workspace > Lists > Sales Promotion Management > My Promotion.

2. Select Create checklist.

   The Create a checklist template appears.

3. Enter the Name of the checklist template.

4. Work on the checklist as needed.

   • To add a checklist item, select Add checklist item.

     Note: These checklist items are displayed on the case line.

   • To delete a checklist item, select

1. Select Create.

Result

A checklist template is created.

What to do next

To duplicate a checklist, do the following:

1. Select Edit checklist.
2. Select Duplicate.

Related topics

Create a checklist template