Create a checklist

Create a checklist to track the items for an automation request. A checklist is a list of tasks that you must track before publishing an automation request.

Before you begin

Role required: sn_ac.automation_admin

Note:

The option to create a checklist is available only when the automation request is in the In progress state. For information about moving an automation request to the In progress state, see Move an automation request to the In progress state.

After the automation request is moved to the following states, the option to create a checklist isn’t available:

• Defer
• Publish
• Reject

Procedure

1. Navigate to Workspaces > Automation Center Workspace.
2. Select the list icon ().
3. On the Lists tab, under Build, select All Automation Requests.
4. Open the automation request for which you want to create a checklist.
   Ensure that the automation request is in the In progress state.
5. Select the Golive Checklist icon () from the side panel.
6. Select Create new from the Add checklist list if you want to create a checklist.
   The Details form is displayed. A checklist is a list of tasks.

   You can create a template by yourself or use an available template. The available templates are listed in the drop-down.

7. Fill details in the Details form.

   Field	Description
   Name	Provide a name for the checklist. This is a mandatory field.
   Description	Provide a description.
   State	Provide a state. When a checklist is first created, the state is New. If you’re updating an existing checklist, you can change the state manually.
   Assignment group	Select an appropriate assignment group from the list.
   Assigned to	Select a user who you want to view and review the checklist. Note: The user must have the sn_ac.automation_technical_user role. Based on your choice in the Assignment group field, this filed is populated.
   Due date	Specify a due date in the provided format.

8. Select Save.

   On top of the task that you created, there’s an arrow. Select the arrow to go to the main checklist window.

   

   You can also select the available checklist that is provided with the product. For information, see Working with golive checklists.
9. Select the + icon if you want to add more tasks to the checklist.

   

   The Details form is displayed. Fill in the details.