Create a Checklist Process

  1. Go to Configurator > Work Processes.

    The Work Processes page apprears.

  2. Click Checklist Process card under Works section.

    The Checklist Process page appears

  3. Click Create Work Process card.

  4. Enter a work process name in the Work Process Name field.

  5. Enter description for the work process in the Work Description field
  6. In the Add Process Actions section, perform the following:

  7. Click Save.