Check List

The Checklist module in Infraon Automation ensures that tasks, items, or steps are completed in an organized and thorough manner. It helps assigned technicians remember the mandatory actions required before progressing through workflow stages.

• Ensure consistency in task execution across ITSM modules.

• Provide a quick reminder of the necessary steps for the technician.

• Reduce errors by validating that essential actions are completed before status changes.

Checklists can be configured for the following modules:

• Incident

• Request

• Problem

• Change

• Release

• Task

How It Works

• When an assignee changes the status of any applicable module, a Checklist pop-up is triggered.

• The pop-up displays the predefined checklist items configured in the workflow.

• The technician can review and confirm the required work items before proceeding.

• Only after acknowledging or completing the checklist can the workflow move to the next stage.

What do you see on the screen

The page displays all the checklists configured across modules and their associated workflows.

View Checklist | Basic Details

Label	Action	Description / Example
Search	Click to input text	Enter text to quickly search and navigate through the list.
Filter	Click to input text	Apply filters based on fields (Module or Name) and select the required condition from the drop-down.
Checklist Name	View only	Displays the name of the checklist. No actions can be performed.
Module	View only	Displays the module (Incident, Request, Problem, Change, Release, Task) associated with the checklist.
Service Catalogue	View only	Displays the related service catalog item, if applicable.
Workflow	View only	Displays the workflow in which the checklist is configured.
Status	View only	Displays the status of the checklist (e.g., Active/Inactive).
Edit	Click to action	Modify an existing checklist or update its configuration.
Delete	Click to action	Remove the selected checklist from the inventory.

Add Check List

• Click on the Add button in the top-right corner of the page.

• Fill in the required fields in the Add Checklist configuration window.

Add Checklist | Basic Details

Label	Action	Description / Example
Checklist Name*	Click to input text	Enter a representational name for the checklist. Example: Basic Incident Validation.
Module*	Select from the drop-down	Select the ITSM module where this checklist applies. Options Include: Incident, Request, Problem, Release, Change, Task.
Workflow*	Select from the drop-down	Choose the workflow in which the checklist should appear. Example: Ticket Workflow.
Status*	Select from the drop-down	Define the workflow status where the checklist should trigger. Example: Analysis (Incident status).
Service Catalogue*	Select from the drop-down	Select the service(s) for which the checklist is relevant. Multiple services can be added. Example: Data Migration, Data Recovery.
Add	Click to perform action	Add the specific checklist items that technicians must review before moving to the next stage.

• The checklist items are context-sensitive, meaning they differ based on the selected module, status, and service.

• When the assignee updates the status, the configured checklist will pop up as a mandatory step list that must be completed before progressing further.

• Fields marked with an asterisk (*) are mandatory to fill.

Example Checklists

Incident – Workflow: Ticket Workflow – Status: Analysis – Service Catalogue: Data Migration, Data Recovery.

Checklist (5 Steps):

1. Review incident logs for data errors.

2. Confirm user impact (applications, services, or teams affected).

3. Validate if recent changes or patches caused the issue.

4. Test migration steps in staging before applying them in production.

5. Escalate to L2 support if data inconsistency is found.