Is there any available reporting on Checklist items?

erin_sutherland · ‎08-17-2017

We have checklists as fulfillment instructions in some of our HR Services, but we are wanting to find a way to somehow report on these checklists. For example, I would like to see for all open cases with XX as HR Service, what was the most recent checklist item completed.

But I have not been able to accomplish anything like this. Is this due to the variable nature of these checklists? Do you have any other suggestions?

Kiel Sanders · ‎08-17-2017

Hi Erin

You actually can report on these checklist items by reporting on the [checklist_item] table. This table represents all checklists in the system so you can use the Checklist.Table value to filter to only the HR tables. You'll likely want to filter out the sn_hr_core_service table since this will be the checklist templates configured on the HR Service. Also, the Checklist.Document field will represent the case that the checklist is assigned to. Hope that helps!

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Samson Calma · ‎03-15-2018

Hi Kiel,

I'd like to check with you for Checklist Template, it is possible to group or filter based on the Category / Classification of an incident?

So based on the Category of an incident, it can filter the list of Checklist template to select from

ty_roach · ‎11-27-2019

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.