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How to Configure Checklists in SAP

Solution Manager 7.1 — Part 1
March 19, 2014 | 2,100 Views |

Hema Suryapalam
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charm configuration; | charm7.1 | checklist | checklist determination | hema s blog | sap | solutionmanager7.1

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General Infomation:
In this Customizing activity, you define checklists and checklist
profiles.A checklist is a list of steps to be performed by one or
more users to fulfill a task; while a checklist profile consists of a
number of checklist-related settings, including the checklists
themselves. In the context for change request management in
SAP Solution Manager, checklists could include a series of IT
related activites that needs to be completed prior to the
deployment of a change in Production. This helps administrators
and change managers informed about all the routine activities
that need to be carried out and all parties involved are informed
about their tasks. This functionality is part of SAP CRM 7.0
(EhP1) but has been integrated and available within SAP
Solution Manager 7.1 since SP 5.

The checklist also consists of n-steps that you can customize

based on the requirements of an organization. The business
partners responsible for these tasks can be entered in the fields
corresponding to the task along with due date and completion
status including a workflow notification to the business partners
re: their assigned tasks.

The checklist assignment block in the CRM UI for change

request (just an example) is as seen below. It also has a
graphical display of process flows.

The business partners responsible to carry out the steps can be

assigned automatically via rules, or they can be entered
manually. As can be seen in the process flow chart above; there
is one step which needs to be executed first, and only then the
other four steps will be executable.

The screenshots are from SAP Solution Manager 7.1 SP 08

system. Initial Review shows no major differences in the
configuration and set-up of checklists between SAP Solution
Manager 7.1 SP08 and SP10 versions.

Technical Information:

The requirement to complete this set-up is that basic checklist

settings are completed and that a rule modeller profile is defined
in “Define Service Manager” profiles.

A prerequisite to the setup for checklist customization is the

activation of the following Enterprise Business Functions: This is
now a part of the guided procedure in solman_setup. In SAP
Solution Manager 7.1 SP 10 you will find the related activities for
switching the business functions in the the “activate switches”
step of the guided procedure for change request management.
Here is a snapshot —

Step1:
Define a New Checklist Profile by completion of IMG activity
“Define Checklists Profiles” via path: Solution Manager
Implementation Guide -> Customer Relationship Management -
> Transactions -> Basic Settings -> Checklist Settings-> Define
Checklist Profiles.

Checklist Profile ZMCRCHKL – Checklist Profile for Toll gate

Check was created for the pilot scenario.

Step 2:

To define a New Step, follow the same path as above to

navigate to the “ChangeView, Define Checklist Profiles:
Overview” and select folder “Define Steps” in the navigation
panel displayed on the left.

The following Checklist steps were defined:

ZMCRS01 Solution Manager Documentation Complete

 ZMCRS02 Unit Testing Complete

ZMCRS03 Integration Testing Complete

ZMCRS04 Release Notes Complete

ZMCRS05 Dependency Notification Sent and Confirm

ZMCRS06 End User documentation Complete

To define a Checklist step select “New Entries” and provide the

following:

Checklist Step ID (i.e. ZMCRS01) and description (i.e.

Solution Manager Documentation Complete)
Item Category Usage: CKCU (standard delivered) —
<Transaction Type> + CKCU = CHKL
Comment text Type: 0003 Item Note (standard delivered)
Work Instruction text Type: 0002 item text (standard
delivered)

Step 3:

To assign steps, follow the previous path for “Define Checklist

Profiles” and double-click on “Assign Steps” in the navigation
panel and enter a “Work Area” (i.e.Checklist ID ZMCRCL01).
Navigate to the “Change View Assign Steps: Overview display,
and select “New Entries”.

To make a step assignment, enter the following:

A previously defined “Step ID” (i.e. ZMCRS01)

Check for mandatory
 Partner Function (00000014; Employee Responsible)
Service Manager Profile (SRQM_CHKLST_BP; SAP
Checklist Step Partner)

Step 4:

Define Item Determination Procedure which is important for the

transaction type and business transaction category.

Step 5:

Next Steps is required when a step has a dependency.

Step 6:

Assign Checklist Profile to Transaction Type, select “Assign

Checklist Profiles to Trans. Types” in the navigation panel on the
left.
Enter the Transaction Type (i.e. ZMCR) and Checklist Profile
(ZMCRCHKL)

Step 7:

To Assign Checklist, select “Assign Checklists” in the navigation

panel on the left-side and click on “New Entries”.

Enter the “Checklist ID” (i.e. ZMCRCL01) and identify the “Lock
Option” (either “Lock Checklist After Initial Save” or “Lock
Checklist After First Step is Executed”). Option can be decided
based on the requirements in your organization.

Step 8:

Include this checklist in the display section of the change

request in the CRM_UI
Step 9:

Workflow Notifications can be set-up. Follow the IMG

documentation for this set-up.

An additional status in the Normal and Urgent change workflow

can be created to verify checklist completion along with an
automated email notification. These are additional steps pending
customer requirements. The customization steps will be covered
in Part 2 of the blog which will be coming out shortly.

How to enhance the Status in the workflow of Normal or Urgent Change

to incorporate check-list verification for business Part 2

Further Reading and information —

Checklist – Service Request Management – SAP Library

 Alert Moderator

13 Comments
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Raquel Pereira da Cunha

March 19, 2014 at 4:39 pm

Hi Hema,

I suggest you move this blog to the Solution Manager space. It’s an interesting
functionality and it would have more visibility for the SAP Solution Manager
community if you post it there.

Thanks for sharing.

Best regards,

Raquel

Hema Suryapalam Post author

March 19, 2014 at 6:48 pm

I just published for peer review, I will formalize it once that is over.

Raquel Pereira da Cunha

March 19, 2014 at 8:55 pm

 Nice!

Hasan Rafiq

March 19, 2014 at 6:12 pm

Hi Hema,

A very nice document but just for a small edition, you didn’t mention about the
item category determination which is very important, without it, the checklist steps
won’t fill up and no determination would take place.

<Transaction type> + CKCU = CHKL

/Hasan

Hema Suryapalam Post author

March 19, 2014 at 6:49 pm

I am still reviewing after publishing it, will take care of it. Thx for the
suggestions!!

Michael Hastings

March 20, 2014 at 6:35 pm

Nice job Hema, valuable information!

Hema Suryapalam Post author

March 21, 2014 at 5:07 pm

Thx Mike
Christopher Hill

March 21, 2014 at 5:02 pm

Hema, thanks for the useful infortmation

Hema Suryapalam Post author

March 21, 2014 at 5:07 pm

Thx Chris

Tikeer Guo

July 18, 2014 at 6:20 am

Very useful.

Thanks.

Daniyar Kulmanov

October 31, 2014 at 3:05 am

Useful information.

Thanks Hema!

Juan-Carlos Garcia-Garavito

February 3, 2016 at 6:25 pm

 Hema, you are a Gem.

Thanks indeed for sharing this piece of art.

Juan

Boris Milosevic

November 28, 2016 at 4:33 pm

Hi Hema

Thank you for your effort!

BM

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