Create a checklist template

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

始める前に

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

手順

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.
     注:

     These checklist items are displayed on the case line.
   • To delete a checklist item, select
5. Select Create.

タスクの結果

A checklist template is created.

次のタスク

To duplicate a checklist, do the following:

1. Select Edit checklist.
2. Select Duplicate.

関連タスク

• Create a checklist template