One of the steps that can be included in the settings of a Procurement Process is a Procurement Checklist.

The purpose of a Procurement Checklist is to ensure users who are creating Procurement Plans are completing all required actions. This is done by building out a checklist of items that they will need to mark as completed to progress through multiple stages of the procurement. A single Checklist can be applied to multiple processes.

You can find more information on using Checklists on a Plan here: Custom Checklist.

These checklists are created and managed by System Administrators in the Procurement Planning settings. This is done from the 'Lists' section of the module settings, which can be accessed by following the below steps:

1. Navigate to the Procurement Planning module, either via the app launcher icon in the menubar or through the navigation tile on your Homepage.

2. Click on the Manage Module tab in the top right to open the module settings.

3. Select the Lists tab and then select the Procurement Checklists option to create new and manage your existing Procurement Checklists.

Procurement Checklist settings

VendorPanel provides default Checklists that can be used when first setting up the module. These can either be retained, overwritten or deleted.

Administrators can continue making changes to existing Checklists or create new Checklists as required.

1. To edit an existing Checklist click on its name in the list. To create a new Checklist, click on the + button on the right of the table. This will open up the process settings in a pop-up window.
   
   
2. Define a name for the Checklist in the Checklist name field at the top.
3. You can add checklist items against the following stages of a procurement: Setup, Plan and Advertise. If you add items to any stage, the user will need to mark the items as completed before progressing to the next stage.
4. You can add multiple items to a stage by hovering over the table and using the table controls on the right to add a new line.
5. If you don't require any items for a particular stage to be marked as complete, leave it blank with no items and no checklist step will occur at that stage.
   
   
6. Under Mapped Procurement Processes at the bottom, you will be able to see which Procurement Processes are linked to this Checklist and you will be able to link and unlink processes. Within the settings of a Procurement Process, you can also manage which Checklist is linked to it. You can find information on how to manage Procurement Processes here: Creating and Managing Procurement Processes.
   
   
7. When finished, click the Save button in the top right corner of the pop-up window.

Deleting a Procurement Checklist

Deleting a Checklist removes it from the list of Checklists available to users when creating a new Plan. It does not remove/impact existing procurement plans using that Checklist.

With the Procurement Process list expanded, click on the Checklist you wish to delete – this will open the configuration details in a pop-up. Scroll to the bottom of the pop-up to find the 'Delete this record’ heading. Click on the heading, then on the ‘Yes’ button to confirm the action.