Customizing Checklists

Objective

After completing this lesson, you will be able to customize inspection checklists

Inspection Checklist Customizing

LDM Settings

The image displays a list of settings categorized under two main headings: LDM Settings and PM Settings. Under LDM Settings, there's one bullet point: Define DMS Document Types. Under PM Settings, there are three bullet points: Configure Order Types, Configure Checklists for Maintenance Order Types and Planning Plants, and Define Shop Papers, Forms, and Output Program.
Define DMS Document Types
That are relevant for document creation during a usage decision .

PM Settings

Configure Order Types
To allow an immediate order release and inspection lot creation during call from a maintenance plan.
Configure Checklists for Maintenance Order Types and Planning Plants
To determine inspection types and control technical settings such as the automatic object list generation, the automatic checklist generation and the usage decision at technical completion of an order as well as set parameters for document creation and notification creation for your checklists.
Define Shop Papers, Forms and Output Program
That are checklist specific.

Customizing Paths for Checklists

Access to Customizing

On the SAP Menu screen, choose

ToolsCustomizingIMGExecute Project.

Select button SAP Reference IMG.

QM Settings

Field Name or Data TypePath
Maintain Inspection TypesQuality ManagementQuality InspectionInspection Lot CreationMaintain Inspection Types
Maintain Inspection Lot Origins and Assign Inspection TypesQuality ManagementQuality InspectionInspection Lot CreationMaintain Inspection Lot Origins and Assign Inspection Types
Define Follow-Up ActionsQuality ManagementQuality InspectionInspection Lot CompletionDefine Follow-Up Actions
Edit Code Groups and Codes for Usage DecisionsQuality ManagementQuality InspectionInspection Lot CompletionEdit Code Groups and Codes for Usage Decisions
Edit Selected Sets for Usage DecisionsQuality ManagementQuality InspectionInspection Lot CompletionEdit Selected Sets for Usage Decisions
Maintain Settings at Plant LevelQuality ManagementBasic SettingsMaintain Settings at Site Level

LDM Settings

Field Name or Data TypePath
Define DMS Document TypesCross-Application ComponentsDocument ManagementControl DataDefine DMS Document Types

PM Settings

Field Name or Data TypePath
Configure Order TypesPlant Maintenance and Customer ServiceMaintenance and Service ProcessingMaintenance and Service OrdersFunctions and Settings for Order TypesConfigure Order Types
Configure Checklists for Maintenance Order Types and Planning PlantsPlant Maintenance and Customer ServiceMaintenance and Service ProcessingMaintenance and Service OrdersFunctions and Settings for Order TypesConfigure Checklists for Maintenance Order Types and Planning Plants
Define Shop Papers, Forms, and Output ProgramPlant Maintenance and Customer ServiceMaintenance and Service ProcessingMaintenance and Service OrdersPrint ControlDefine Shop Papers, Forms and Output Programs.

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