Checklist templates

Checklists get created by given Checklist Templates. These templates define the checks being required for a given Product Lifecycle status in tab Checks:

The column Product Status defines when a given check is required. In the screenshot above, the first 3 entries are related to status Product Selection. This means that once the product reaches the status Product Selection, the system will create a new checklist and copy these 3 entries to the checklist. Only if these 3 checks then get checked and confirmed, the checklist can be approved and the product may proceed to the next status after Product Selection.

It is not mandatory to define checks for each of the product milestone states. For example, if the 3 checks for status Product Selection would not exist, the system would not create a checklist for the product when it reaches status Product Selection. In this case, the given approver defined on product level can simply transition the product to the next lifecycle status after Product Selection.

If the checks require template documents to be used, these documents can be uploaded to the Checklist Template in Attachments tab. These files will be available in context of the derived checklists later on as Related Attachments – also on Product level.

The Status tab of Checklist Templates can be used to lock a given template by 'enabling' it. When a template is set to status 'Disabled' again later on, modifications in tab Checks are possible again. Please note that these changes will not impact existing checklists. They will only be taken into account when new checklists get created (e.g. for existing products when reaching the defined lifecycle state).