This article explains how a System Administrator creates, edits, and manages Procurement Checklists. These checklists ensure users complete all required actions when creating Procurement Plans. You should use this when setting up or modifying a Procurement Process.
Prerequisites
Role: System Administrator.
Steps
1. Navigate to Procurement Checklists Settings
Navigate to the Procurement Planning module, either via the app launcher icon in the menubar or through the navigation tile on your Homepage.
Click on the Manage Module tab in the top right.
Select the Lists tab, then select the Procurement Checklists option.
2. Create or Edit Procurement Checklist
To edit an existing Checklist, click on its name in the list. To create a new Checklist, click on the + button on the right of the table.
Define a name for the Checklist in the Checklist name field at the top.
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Add checklist items against the procurement stages: Setup, Plan, and Advertise. If you add items to any stage, the user will need to mark them as completed before progressing to the next stage.
Tip: To add multiple items to a stage, hover over the table and use the table controls on the right to add a new line.
Note: If a stage is left blank (no items), no checklist step will occur at that stage.
Click the Save button in the top right corner of the pop-up window.
3. Delete a Procurement Checklist
With the Procurement Checklist list expanded, click on the Checklist you wish to delete.
Scroll to the bottom of the pop-up to find the Delete this record heading.
Click on the heading, then on the Yes button to confirm the action.
Results / Validation
The created or edited Checklist is now available to be linked to a Procurement Process.
The deleted Checklist is removed from the list of available Checklists.
What's Next / Related
View which Procurement Processes are linked to this Checklist under Mapped Procurement Processes at the bottom of the settings pop-up.
Manage which Checklist is linked to a process: Create and Manage Procurement Processes.
Learn about how users interact with the Checklist on a Plan: Custom Checklist in Procurement Planning.
Limits & Notes
Deleting a Checklist only removes it from the list of Checklists available for new Plans; it does not remove or impact existing procurement plans that are already using that Checklist.
VendorPanel - a Unimarket Company provides default Checklists when first setting up the module; these can be retained, overwritten, or deleted.