Ajay, a case business analyst, creates a new checklist template for AC maintenance, and adds the following items:
- Clear debris from around AC.
- Inspect and clean the outdoor unit.
- Change the air filter.
- Clear the condensate drain line.
Ajay also configures the checklist status values based on the type of checklist template, such as Pass, Fail, and N/A. Based on the Line of Business, the status values in the checklist template are displayed.
He then adds the checklist template to the case or task template.
