Communities
A collaborative platform to connect and grow with like-minded Informaticans across the globe
Product Communities
Connect and collaborate with Informatica experts and champions
Discussions
Have a question? Start a Discussion and get immediate answers you are looking for
User Groups
Customer-organized groups that meet online and in-person. Join today to network, share ideas, and get tips on how to get the most out of Informatica
Get Started
Community Guidelines
Knowledge Center
Troubleshooting documents, product guides, how to videos, best practices, and more
Knowledge Base
One-stop self-service portal for solutions, FAQs, Whitepapers, How Tos, Videos, and more
Support TV
Video channel for step-by-step instructions to use our products, best practices, troubleshooting tips, and much more
Documentation
Information library of the latest product documents
Velocity (Best Practices)
Best practices and use cases from the Implementation team
Learn
Rich resources to help you leverage full capabilities of our products
Trainings
Role-based training programs for the best ROI
Certifications
Get certified on Informatica products. Free, Foundation, or Professional
Product Learning Paths
Free and unlimited modules based on your expertise level and journey
Resources
Library of content to help you leverage the best of Informatica products
Tech Tuesdays Webinars
Most popular webinars on product architecture, best practices, and more
Product Availability Matrix
Product Availability Matrix statements of Informatica products
SupportFlash
Monthly support newsletter
Support Documents
Informatica Support Guide and Statements, Quick Start Guides, and Cloud Product Description Schedule
Product Lifecycle
End of Life statements of Informatica products
Ideas
Events
Change Request Tracking
Marketplace
English
  • B2B Data Exchange 10.2.2
  • All Products

Table of Contents

Search

  1. Preface
  2. Product Overview
  3. Security
  4. Applications
  5. Partner and Account Information
  6. Events
  7. Event Archiving
  8. User Policies
  9. Schedules
  10. B2B Data Exchange Administrative Tasks
  11. On-boarding Checklist Template
  12. System Properties
  13. Repository Management
  14. Document Management
  15. B2B Data Exchange Utilities
  16. Dashboard and Reports Management

Administrator Guide

Administrator Guide

Back Next

Editing an On-boarding Checklist Template

Editing an On-boarding Checklist Template

  1. On the Navigator, click Administration > On-boarding Checklists.
  2. On the On-boarding Checklist Templates screen, click the Edit icon for the desired template.
    The Edit Checklist Template screen appears:
  3. To rearrange the order of the tasks, click the Up and Down icons.
  4. To edit a task, click the Edit icon.
    The Create Task screen opens.
  5. Edit the data in the Create Task window and click OK.
  6. To delete a task, in the Edit Checklist click the Delete icon of the task. Confirm the deletion.
  7. Click Save.
    If you edit a published template, there is no need to re-publish it.
0 COMMENTS
We’d like to hear from you!