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Prefilled or empty checklist instances can be properly generated (automatically) with /PACG/ECM_CL_PREF - Checklist prefilling configuration, it’s recommended to use that transaction instead. |
Create automatic checklist assignments for activities created in SAP ECC/S4, based on the specified conditions. Object ChecklistAssignment is created in SAP FSM.
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Condition list
Define a Condition set with ID & and Description
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Service Order hdr
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Previously defined condition set can be assigned to a checklist template, which is presented in service assignment as a checklist assignment if all conditions are met.
Template ID and Templ Vers - the checklist's selection
Condition – condition defined in previous step
Mandatory – if this checkbox is set the checklist in the mobile app must be filled by user
partner role – if this field is filled the checklist is assigned only to the activities linked to operations having person number same as partner number defined for selected partner role in service order
1st service– if this filed is filled checklist is assigned to only one activity and this activity must be linked to the first operation that hasn't selected status assigned
MPointOn - When this checkbox is ticked the checklist is assigned only, if there is an active measuring point defined for the equipment assigned to the header of a service order
Assign. Act – the Assignment is active
Final result
After assigning an activity (for which a checklist assignment was sent) to a technician and releasing it on the Planning and Dispatching Board, the checklist assignment should be visible on the mobile app.
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