You can set up a readiness check to link a questionnaire. This questionnaire must be filled in during the readiness control procedure.
Prerequisite: Set up a questionnaire in the
Questionnaire module. Make sure the persons or teams who must fill in the
checklist, are defined in the Questionnaire module.
1. | Go to Product engineering > Setup > Engineering product type. |
2. | In the left pane, find and select the desired engineering product type. |
3. | In the Readiness control section, click Add checklist. |
4. | Choose the module to which this checklist refers. |
  | In the Module field, select an option. |
5. | In the Name field, type a value. |
6. | In the Free text field, type a value. |
7. | Choose whether you want this readiness check to apply on a released product, released variant or engineering version. |
  | In the Apply check on field, select an option. |
8. | In the Company accounts ID field, select which company this readiness check should be executed in. |
  | In the Company accounts ID field, enter or select a value. |
9. | Choose the whether the owner of the readiness check is a person or a team. |
  | In the Owner type field, select an option. |
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Note: If a different person or team tries to execute the readiness check, a warning will pop up that says they are not the owner. However, this does not block them. The readiness check can still be executed. |
10. | Choose the person or team that owns this readiness check. |
  | In the Name field, enter or select a value. |
11. | Choose which checklist must be executed. |
  | In the Questionnaire field, enter or select a value. |
12. | Decide whether automatic approval should be done. If this box is checked: The readiness check is automatically approved upon completion. If this box remains unchecked: The readiness check must be (separately) approved after completion. |
13. | Decide whether the readiness check is mandatory or not. If the box is checked: The readiness check cannot be skipped. If the box remains unchecked: The readiness check can be skipped. |
14. | Close the page. |
Related to | Notes |
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Set up readiness control |
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