Operator Guide

10.2.3
- 10.5.3
- 10.5.0
- 10.4.0
- 10.2.2 HotFix 1
- 10.2.2
- 10.2.1
- 10.2

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Editing an On-boarding Checklist

You can view details and update task progress for on-boarding checklists.

In the Navigator, click

Partner Management

On-boarding

The On-boarding Checklists page appears.

The On-boarding Checklists page is divided into two parts.

The upper part is called the Overview. It shows the number of incomplete checklists according to the checklist status:

Not started.
A checklist for which no task started.

In progress.
A checklist that started but not was not completed.

Flagged.
A checklist with a flagged task.

Overdue.
An In Progress checklist whose due date is past.

The status bar to the right of the checklist status shows the number of active tasks by status:

Green.
In Progress.

Red.
Overdue.

Yellow.
Flagged.

The lower part of the page displays information about the checklists that are in progress. Note the progess bar at the right of each checklist. Dark green bars show the number of completed tasks, light green indicates the number of in-progress tasks, and grey indicates the number of tasks that have not started. The progress bar has a fixed length, regardless of how many tasks are in the checklist. The length each colored bar is proportional to the ratio between the different categories of task progress.

If a task is overdue, the due date is displayed in red.

To search for on-boarding checklists, Click

Advanced Search

The advanced search window appears.

Parameter	Description
Checklist Name	Name of the checklist.
Partner Name	Name of the partner.
Template Name	Name of the on-boarding checklist template.
Status	Status of the checklists.
Deadline	A specific number of days before or after the checklist due date.
Operator	Logical operators to include in the search: OR. Search for any of the fields that contain values. AND. Search for all of the fields that contain values.
Start Date	A range of dates during which the checklist started. Click Browse to open the calendar tool. Click X to delete the date.
Due Date	A range of dates during which the checklist is due to be completed. Click Browse to open the calendar tool. Click X to delete the date.
End Date	A range of dates during which the checklist was completed. Click Browse to open the calendar tool. Click X to delete the date.

Click the name of the checklist that you want to edit.

The selected checklist appears and displays the tasks and task statuses.

To edit the details of a task, click the arrowhead icon of the task you want to edit.

The details of the chosen task appear:

The following table describes the properties of a task

Field	Description
Circle Icon	Read-only. The status of the task: Empty circle. Task has not yet started. Start Time is blank. Green circle. Task is in progress. Start Time has a value. End Time is blank. Check mark. Task is complete. End Time has a value.
Task Name	Read-only. Taken from the checklist template.
Task Action	If the task is to perform a B2B Data Exchange operation, like Create Partner, click the link to open the appropriate B2B Data Exchange Operation Console page. When you close this page, you are returned to the checklist page. If the task is a custom task, the task Action is read-only.
Task description	Read-only.
Task Status	Read-only.
Start Time	Date and time the task was started.
End Time	Date and time the task was completed.
Flag Task	Select to flag (mark) this task for special attention. To explain the reason for the flag, use the Description field.
Description	Task description.

To indicate that the handling of this task has begun, and to set the Start Time to the current date and time, click Start task.

To indicate that the task is complete, expand the task and click End Task.

When you click Start or End Task, the Undo button appears. Start and End times are used for statistical analysis of the status of all tasks. Report start and end times on time.