Concepts

Tasks

Settings

Working with the Current Practice Review Checklist

An analysis checklist is a list of “things to do” to remind the team of the steps they need to consider when performing the analysis. For each item that you add to APM settings, you can specify the varieties of analysis it applies to, identify it with an icon, and provide a description.

When recording an analysis, you can mark analysis checklist items as “Performed” and provide comments for them. APM records the employee who checked off the item, the date, and time. The analysis team can view the status of checklist items in the analysis window, Properties view, Checklist tab.

In the review, you can also add checklist items that were added to the site’s Strategy Development settings after the review was created.

For information about adding checklist items to the site’s Strategy Development settings, see Setting up Checklist Items for Strategy Development Analysis.

This topic explains how:

•	To Mark a Checklist Item as Performed

•	To Add an Item to the Checklist

To Mark a Checklist Item as Performed

1.	On the analysis window, select the Properties view, Checklist tab. This tab lists the checklist items defined for the type of analysis on the site. For example:

2.	Make sure that editing is enabled.

3.	Double-click the item in the list to open the Checklist item window. For example:

4.	You can select a team member as the “assigned to” employee.

5.	Select the due date, as appropriate.

6.	Click Item performed. APM automatically enters your name and the date and time that you marked the item as performed.

7.	In the Comments box, provide additional information about the task.

8.	Click OK to close the window. The Checklist tab displays a check mark for the task in the Performed column. The Performed On and Performed By columns are populated for the item.

To Add an Item to the Checklist

1.	On the analysis window, select the Properties view, Checklist tab. This tab lists the checklist items defined for the type of analysis on the site.

2.	Click New. The Checklist Item window appears. The Checklist item list contains any items that were defined in the site’s settings after the current analysis was created.

3.	Select an item in the list. If appropriate, you can mark the item as performed and enter comments.

Tip: To add an item, right-click in the Checklist item box and click New. The Properties dialog appears, where you can name and describe the item and select the analysis types to which it applies. When you click OK, the item is added to Strategy Development settings as well as the current analysis.

4.	Click OK to close the window. The item is added to the Checklist tab.