Checklist Heading Titles Do Not Display

Checklist Heading Titles Do Not Display

Checklist title and Section titles do not display in the delivery screen (web browser) and only displays in SFM Transaction and Doc Designer and on Output documents. This is working per design but we would like to request an enhancement to have checklist titles and section titles visible when executing a checklist on web or mobile.

This will eliminate any confusion to the field service engineer performing the steps in the checklist especially when they are executing comprehensive installation and diagnostics activities with multiple sections.

checklist​ checklists and forms​ Dawn PlaskonPei Wong

What is the underlying problem do you intend to solve with this idea?
The underlying problem is the confusion caused to the service engineer performing the steps in the checklist when he doesn't know which series of steps belong to a specific category
How is the problem being addressed today, if at all?
None - a workaround to change the question to be more specific to the category (section title) would be a high level of effort on the business side to change the wording on our Global SOPsDelivered as part of Summer 17
Product Area?
Communities Other
What version of ServiceMax are you on?
Spring 16
5 Comments
Customer Success Team
Customer Success Team

Pei Wongtushar sharma​  Hi!   Was hoping to get a status on the review of this item.  Thanks!

Customer Success Team
Customer Success Team

tushar sharma​  Can we please get an update ?  This was discussed by our product team with BSCI some time ago.  Thanks!

Employee
Employee

Lisa Mercer​ this issue has been fixed in our summer 17 release. We currently do not have a plan to back port it to prior releases. As a workaround, we have following 3 options:

1. Use Help URL

2. Use the first checklist question to display additional info

3. Use a placeholder question to be used as section title

FYI Amit Jain

Customer Success Team
Customer Success Team

Can the status of this please be updated from Active to Delivered?

Customer Success Team
Customer Success Team