Confirming Checklist Items

You are defined as the person responsible for a checklist item and have finished the checklist item. You now want to confirm the checklist item as finished in the system.

Prerequisites

All tasks that belong to the checklist item have the status Completed. For more information, see Confirming Tasks.
You are on the Dates and Work tab of a checklist item or you have opened theConfirmation screen in the checklist item area of the dashboard. The Confirm pushbutton is available on all tabs displayed in the checklist item area of the dashboard except for Substitutes.
The checklist item has the status Released or In Process.

Procedure

Confirming Tasks on the 'Dates and Work' Tab

In the structure tree (see Structure Tree), navigate to the checklist item you want to confirm and click on it.
Enter an Actual Finish in the Confirmation area, if required.
Select the entry OK or Not OK from the Result dropdown box.
Go to the Basic Data or Status tab.
Choose Finish from the Change Status dropdown box.

Confirming Checklist Items on the 'Confirmation' Screen

Select the checklist item(s) you want to confirm in the table and choose Confirm.
Select the checklist item(s) you want to edit. All pushbuttons are disabled until you select a checklist item.
Choose Open Checklist Item(s) to view or edit the detail data of the checklist item. For more information, see Creation of Data for a Checklist Item.
Choose Open Note(s) if you want to view the notes that are available for the checklist item or if you want to add new notes. For more information, see Notes.
Choose Open Document(s) if you want to view the documents available for the checklist item or attach new documents. For more information, see Documents.
Select at least one checklist item and choose Copy Planned Finish to Actual Finish to copy the planned date(s) (earliest or latest planned date) to the corresponding actual date. The pushbutton Copy Planned Finish to Actual Finish is only active if the Confirmation screen is in edit mode and at least one checklist item has been selected.
Once you have completed the checklist item(s), choose Complete from the Change Status dropdown box.

Note
When you complete the checklist item(s), the system checks the actual finish date. If the actual finish date has not been entered, the system automatically enters the current date as the actual finish date.

End of the note.
Save your changes.

Note Note

The system uses optimistic locking for all checklist item(s). This means that the affected checklist item(s) could be changed or opened by another user or session while you are editing it. If this happens, you cannot save and the system discards your changes. You can reload the data from the back-end system to make your changes again.

End of the note.

Result

The system assigns the status Finished to the checklist item and confirms it. The checklist item no longer appears on the My Checklist Items tab in the checklist item area of the dashboard.