Configure QC Checklist Creation Rules

Learn how to configure Checklist Creation Rule Criteria and sampling for checklist generation rules.

About Checklist Creation Rules

The system uses Checklist Creation Rules to generate quality control (QC) checklists during Case processing and after a Case has been closed. These rules consist of a set of Checklist Creation Rule Criteria and sampling. For more information about how checklists are generated, see About QC Checklist Generation.

The following table describes the relevant terms:

Term Description
Sampling Defines how often the system should create a checklist. For example, every Case (100%), 50% of Cases (randomly selected).
Checklist Creation Rule Criteria The criteria for a given Checklist Creation Rule, which includes specific Case attributes such as the Product, Seriousness, Event, etc.
Checklist Creation Rule Defines which Checklist Design to use for a Case. A rule includes sampling and rule criteria.
Checklist Design A QC Checklist Design template that is used to generate a checklist for a Case that satisfies the Checklist Creation Rules Criteria and sampling.

Prerequisites

Before configuring Checklist Creation Rules, you must follow the steps in Enable QC Checklist Generation.

Create a Checklist Creation Rule

You can create Checklist Creation Rules for in-process Cases, post-closure Cases, Cases that do not require QC, or any other rules depending on your business needs:

  1. Go to Business Admin > Objects > Checklist Creation Rules.
  2. Select Create.
  3. Complete the following information:
    • Rule Name: Enter a name for this Checklist Creation Rule.
    • Bypass Checklist: If meeting this rule criteria means the Case does not require QC checklist generation, select Yes. Otherwise, select No.
    • Checklist Design: Select the Checklist Design this rule belongs to.
      To configure Checklist Designs, see Enable QC Checklist Generation: Create a Checklist Design.
    • Processing Order: This field sets the order in which the system searches Checklist Creation Rules. For example, if you set this as “1”, and the Case meets the Rule Phase and Rule Type set, the system evaluates this rule first.
    • Rule Phase: Select the phase at which this rule should run.
      The Other phase value indicates the rule will run for Cases in any standard or custom lifecycle state, except for the following:
      • Quality Control state
      • Medical Review state
      • Final Review state type
      • Cases with a process completion date
    • Rule Type: Select whether this rule should be applied to in-process (during Case processing) or post-closure (after the Case has been closed) Cases.
    • Sampling Percentage: Enter the percentage of Cases for which this rule should run. The default value is “100”, meaning this rule will run for each Case in this Rule Phase and Rule Type.
  4. Save the page.

Create Checklist Creation Rule Criteria

You can add Checklist Creation Rule Criteria directly on a Checklist Creation Rule.

  1. Go to the respective Checklist Creation Rule.
  2. In the Checklist Creation Rule Criteria section, select Create.
  3. Complete the following information:
    • Rule Criteria for All: If this rule criteria should apply to all child objects on the Case, select Yes. Otherwise, select No.
    • Rule Expression: Enter a rule expression for this rule criteria. For help writing a rule expression, see Writing Custom Validation Criteria Rule Formulas.
  4. Save the page.

You can see a list of checklists that were generated using this rule in the Case Checklists Created with this Rule section.

Access Checklist Responses

To access QC responses, go to Business Admin > Objects > Case Checklists and then select the checklist for which you want to see the responses.

Additional Resources

You can leverage Vault Checklist functionality to create QC checklists. See the following list for more information: