Create a checklist template

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Create a checklist template. Manufacturers can use the checklist template to create checklists for verification.

    Before you begin

    Role required: manufacturing operations admin (sn_mfg_cmn.manufacturing_operations_admin)

    Procedure

    1. Navigate to Workspaces > CSM/FSM Configurable Workspace > Lists > Sales Promotion Setup > Checklist Template.
    2. Select New.
    3. On the form, fill in the fields.
      Table 1. Checklist Template form
      Field Definition
      Group Group for which you want to create the checklist template.
      User User role for which you want to create the checklist template.
      Template Template JSON that has name and order for each checklist.
      Name Template name.
    4. Select Save.