Working with Activity Checklists

After completing this lesson, you will be able to:

After completing this lesson, you will be able to:

  • Explain what an Activity Checklist is in SAP Fieldglass.
  • Navigate an Activity Checklist admin object.
  • Create an Activity Checklist.
  • Add an Activity Item to an Activity Checklist.

Activity Checklist

Activity Checklists are collections of activity items necessary to initiate and complete particular procurement workflows.

Examples include worker and supplier onboarding and offboarding, worker and supplier evaluations, and contract negotiation and authorization.

Activity checklists can be associated to items such as business units, sites, legal entities, labor types, SOW worker roles, and many others. What data points that a checklist will be associated to are determined when the checklist is created. Any workers associated to those items will automatically be assigned the activities on the associated Activity Checklist.

Activity Checklists appear as a list of Activity Items on the Activity Items tab of transactions, such as this work order.

Navigating the Activity Checklist Admin Object

Select the Activity Checklist admin object from the Workflow section of the admin menu to view the list of activity checklists in WorkingNet’s tenant.

Create an Activity Checklist

WorkingNet is expanding their business into the UK and will be onboarding Workers in that region.

As the SAP Fieldglass administrator for WorkingNet, you’ll need to create an Onboarding Checklist specific to the UK so new workers can be onboarded.

Add an Activity Item to an Activity Checklist

WorkingNet has specific activities required for Worker Onboarding.

You need to add the newly created 90-day evaluation to the onboarding. Here is how you will do that.

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