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Working with Activity Checklists

Objective

After completing this lesson, you will be able to Create an activity checklist and add an activity item to it..

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.

screenshot of the Activity Items tab of a work order displaying the list of activities that are part of the associated activity checklist

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.

Navigating the Activity Checklist Admin Object

screenshot of the Workflow section of the Admin Menu, the Activity Checklist link is highlighted

1	To view the list of activity checklists in the tenant, select Activity Checklist from the Workflow section of the admin menu.

Activity Checklist List Page

The activity checklist page shows all checklists created by a User within WorkingNet, as well as the data points they are associated to.

screenshot of the Workflow section of the Admin Menu, with the Sites column, the 6 link in the Sites column that is associated to the USA Onboarding Checklist, and the USA Onboarding Checklist link are highlighte

2	The columns indicate the data items that the activity checklists can be associated to. The numbers listed in these columns are selectable and will take you directly to the list of associated items for that activity checklist, bypassing their details pages.
3	To view the sites that an activity checklist is associated to, select an appropriate link in the Sites column.
4	To view the details of an activity checklist, select a link in the Code column.

Activity Checklist Details Page

An activity checklist requires few characteristics, just the name of the record and its associations.

screenshot of Onboarding Checklist (USA) Details page with the associations tree, the Activity Items associations tile, and the Sites associations tile are highlighted

5	Checklists can be associated to individual or multiple data points. The data points that a checklist will be associated to are determined when the checklist is created and will determine the tiles that appear in the associations pane. This checklist, for instance, is associated to Sites only.
6	These are the Activity Items that have been grouped together for USA Workers.
7	Six Sites were associated to this checklist, so the checklist will automatically appear on Work Orders if one of the six sites are selected. The number of site associations is also indicated in the Sites column of the Activity Checklist List page.

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.

ExerciseStart Exercise

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'll do that.

ExerciseStart Exercise

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