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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Customer Contract Checklist Templates

Steps: Set Up Customer Contract Checklist Templates

You can create a checklist template to define a list of requirements to complete for each customer contract type. Once you enable the checklist template on a customer contract type, the checklist displays on the customer contract. You can use the checklist to ensure that you complete each requirement for the customer contract.
  1. Access the
    Create Customer Contract Checklist Template
     task.
    You can add comments and attachments for each checklist requirement. Example: Attach PDFs or Excel spreadsheets that define internal procedures or company policies.
    Security:
    Set Up: Customer Contracts - Checklist Templates
     domain in the Customer Contracts and Project Billing functional areas.
  2. Access the
    Maintain Customer Contract Types
     task.
    Select the checklist template that you created from the
    Checklist Template
     prompt. You can only assign 1 checklist template to each customer contract type.
    Security:
    Set Up: Customer Contracts - Templates and Types
     domain in the Customer Contracts and Project Billing functional areas.
  3. Workday displays a
    Checklist
     tab that you can use to view the list of requirements to complete for the customer contract.
  4. Access the
    Find Customer Contracts
     report.
    From the approved customer contract that you created, click
    Edit
     on the
    Checklist
     tab.
    Select the
    Complete
     check box for each checklist requirement that you complete on the customer contract. You can complete checklist requirements throughout the duration of the contract term. You can also add comments and attachments for each checklist requirement.
    Security:
    Process: Customer Contract - View
     domain in the Customer Contracts and Project Billing functional areas.
When you view the customer contract, Workday displays:
  • All the checklist requirements for the contract.
  • The completed checklist requirements.
  • The date and time that you marked the checklist requirement as complete.
  • The user who completed the checklist requirement.