Checklist feature in HR Agent workspace

[Aparna_ravi]

Hi,

We’re planning to start using the checklist feature for HR cases in Agent Workspace. (Yokohama version). 

questions:

I have a few questions regarding its functionality:

1. Is there any documentation or reference material available to help understand how this feature works?
2. Is it possible to configure different checklists for each catalog item?
3. Can we define different checklists for the same catalog item based on the requestor’s region or location?
4. Can the above configurations (#2, # & #4) be implemented without any customization?

Regards,

Aparna

[Dr Atul G- LNG]

Hi @Aparna_ravi 

https://www.servicenow.com/docs/bundle/yokohama-employee-service-management/page/product/human-resou...

If I’m not wrong, a check can be created based on the service and applied at the service level, not item-wise.

https://www.servicenow.com/community/hrsd-forum/how-to-create-and-display-checklist-items-on-hr-task...

[Aparna_ravi]

Hi Atul,

Thanks for the reply.

Is it possible to have different checklists for the same HR service by region (based on the requestor’s region or location)?

[Dr Atul G- LNG]

Hi @Aparna_ravi 

No, that is not possible. Have a look at link below

https://www.servicenow.com/community/hrsd-forum/is-it-possible-to-have-two-checklists-in-an-hr-servi...

https://www.servicenow.com/community/hrsd-forum/hr-checklist-in-hr-cases-visibility-restriction/m-p/...

https://www.servicenow.com/community/hrsd-forum/how-to-display-few-checklists-in-a-hr-case-based-on-...

[Ankur Bawiskar]

@Aparna_ravi 

HR cases are generated via record producers.

Checklists are associated with HR Services.

If my response helped please mark it correct and close the thread so that it benefits future readers.