What are custom checklists in procurement? Custom checklists are features on procurement forms used to ensure specific tasks are completed during each stage of the procurement process. They serve as a mechanism to track items actioned outside of the system or as internal reminders for processes within the system.
Key Ideas
Customisation: Each procurement process can have its own custom checklist.
Purpose: The checklists ensure that specific tasks are completed at relevant stages.
Function: They act as a catch-all for ticking off items that happen outside the system, or they can serve as a reminder for actions performed within the system.
Placement: A separate checklist can appear in each stage of the procurement process, allowing key items to be checked off at important points throughout the workflow.