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Function documentationCheck Lists


You manage service request tasks or tasks for change transactions from the Check List assignment block.

You can create tasks for each category of service request or change transaction.

You can create workflow tasks so that the system can notify the processor.

The system shows the processors the tasks that are assigned to them in various service requests or change transactions on their start page. If a support team is assigned, all members of the support team see the task.


  • The system is configured. You make the settings in Customizing under Start of the navigation path SAP Solution Manager Next navigation step Capabilities Next navigation step IT Service Management Next navigation step Checklists End of the navigation path.

  • You have created check lists, for the transactions, categories and partner determination, under Start of the navigation path Service Operations Next navigation step Rules End of the navigation path.

  • You have selected the Check List assignment block in the WebClient UI personalization to be displayed.


  • The system shows all tasks required to process a service request or a change transaction.

  • You can specify which tasks can be performed at the same time, and which must be performed consecutively. You can display the sequence graphically, with Show Flow.

  • A support team member or support team can be assigned as partner.

  • The system releases the next tasks when a previous task is confirmed.

  • You can create further tasks to process a service request or a change transaction, in the configuration. You can put these tasks in a service request or a change transaction, and assign them to a processor.


  • Set the tasks in process, and confirm them.

  • Open Check list step: Details, to display any processing information specified in the configuration of the SAP Solution Manager.

  • Specify deadlines, and other processing information, and forward the task.

  • Confirm that a task is completed, by setting its status to Completed.

More Information

  • Processing Service Requests

  • Using Workflow Tasks

  • For more information about configuring check lists, see section Setup of Service Request Fulfillment in the How to Guide Service Request Management that is referenced from SAP Solution Manager Configuration, IT Service Management scenario, Start of the navigation path Perform Optional Configuration Next navigation step Configure Manually End of the navigation path step, Configure Service Request Management activity.