Checklist in HR case

[danatrybiasz]

Hi all,

I would like to raise an issue regarding the HR Case Management process:

When the HR agent creates a new HR case he can create a new checklist in the case. The checklist can be saved and used later in other cases.

The surprising thing is that every created checklist is public. It means that everyone can create their own checklist and everyone can see the other user's checklist.

This can lead to a very long list of checklist.

Does anyone experience this?

Thanks

[jesseadams]

Hi Dana,

That does appear to be the behavior out of the box as well. There are ACLs for create which allow any user who can write to the parent record (in your case the hr_case) to create checklists.

You should be able to restrict that by editing the create ACLs on the checklist table to tailor access to your specific needs.

[danatrybiasz]

Thank you

[ty_roach]

The problem with the OOB checklists is that they are unreliable, meaning, people can change the content of the checklist item after the fact, add items, delete items, change items.  There's also no guarantee that the same checklist will appear for same situation.  There is no way to restrict who can edit the checklist or when it can be edited (like do you really want people changing checklist responses after the record has been closed).

Enter Checklist Pro.  We built Checklist Pro to solve all those problems and more.  Checklist Pro application administrators can define when checklists get created and associated with records in a table (any table - not just those that extend TASK), when these checklists can be edited, when the associated record is considered "closed" (and thus should prohibit further checklist updates).  We even added the ability to define "Required" checklist items that allow enforcement, thereby preventing a record from closing unless the required items are completed.  We've built convenience Database Views to go with the most common checklist tables, which include TASK, SYSAPPROVAL_APPROVER, CMDB_CI.

They work in the Service Portal as well as in the Classic UI.

They'll work with other Scoped Applications (like HR or SecOps or even custom scoped apps & tables).

For more information contact TyGR LLC or goto our youtube channel to see it in action.

Also - besides the classic Checkbox Item, Checklist Pro allows you to include various data types, including Textbox fields, Date, Integer, Custom Choice Lists and Reference fields.