APQP/PPAP: Checklist Template List Page
A checklist template is a reusable set of APQP/PPAP items. These can be shared with your internal group, your suppliers, or your customer if they do not have APQP configurations setup. The goal of a checklist template is to reduce the administrative setup for users as they work to satisfy requirements. It also aims to provide consistency within companies according to your company's business objectives.
Checklist templates hold items that are designed around APQP/PPAP requirements from a variety of standards. Flexibility is provided with custom item types so that naming conventions can match your company's needs and your company can create as many checklist templates as needed to match each use case scenario. Version control your templates easily and deactivate once they are no longer needed. Finally, easily assign departments and workcenters to your items for consistent accountability no matter which type of package is created.
Checklist templates replace the "Elements" and "Submission Level" pages of the previous APQP Setup tab. All checklist templates created by your company will be found in the "Checklist Templates" table.
The table contains the following columns:
Checklist Template: name field.
Used By: this defines who has access to a published version of this checklist template when creating a new APQP/PPAP package or when changing the template selected on a package.
- All: this template can be selected by your users and your suppliers when packages are created where your company is listed as the customer or the package is internal.
- Your supplier can also select this if they are generating an internal package in which you are listed as a customer. You will not have access to this package, however.
- Internal: this template can be selected by your users when they are generating an internal package or a package for a customer.
- Suppliers: this template can be selected by your suppliers when they are generating a package where you are listed as the customer.
- Your supplier can also select this if they are generating an internal package in which you are listed as a customer. You will not have access to this package, however.
Active: templates can be either active or inactive. Inactive templates are filtered out of the table and are viewable by selecting the "View inactive checklist templates" toggle on top of the table.
- Templates can be republished by creating a new draft or publishing a version.
# of Items in Published Version: only one published version can exist so this column highlights the number of items in the template.
Published Version: Version ID provided for the published version. May not be the most recently generated version.
Latest Version: Version ID provided for the latest created version (can be a draft or published version).
Date Created: Date field.
Last Modified: Date field.
Last Modified By: User field.
Blank: this contains the drop down options for Edit, Copy, and Deactivate.
View Inactive Checklist Templates: Table will be filtered for inactive checklist templates. Toggled on and off.
How to Create a New Checklist Template
Create New button
Selecting the "Create New" button will transfer the user to a new page with instructions on how to generate a new template.
- If a template has a draft, the draft will be copied.
- Without a draft, the published template will be copied even if there is a more recent version.
Copying a Template from the Checklist Template Table
Select the down carrot button to copy a template directly from the Checklist Template table. A modal will appear to prompt the user for a template name.
- If a template has a draft, the draft will be copied.
- Without a draft, the published template will be copied even if there is a more recent version.
How to Deactivate (and Reactivate) a Checklist Template
Deactivating a Checklist Template
Checklist templates can be deactivated in two ways:
- Via the list page. The blank column with the down carrot button has an option for "Deactivate". Selecting this will immediately remove the template from the active view.
- On the checklist template. Inside a checklist template at the top of the table is the "Active" status. Toggle between "Yes" and "No" regardless of whether the article version is published, draft, etc.
Reactivating a Checklist Template
Checklist templates can be reactivated in two ways:
- On the checklist template, select "Yes" under "Active" to reactivate.
- On the checklist template, publish a version.