9.2. Using Checklists

Checklists provide a flexible means to track activities in a medini project. Moreover, they can be highly customized using the profile mechanism. To create a checklist you can do the following:

  1. Select a package in the Model Browser and choose New → Checklist... from the context menu

  2. In the upcoming dialog you can provide a name for the checklist. In addition, you may optionally choose a template that will provide a predefined content for your checklist (see Checklist Template Definition). Note that in any case you can edit the entries freely after creation.

  3. After clicking on OK the new checklist will be created and the checklist editor opens.

If a template is used, the checklist editor contains the elements defined by the template and shows the columns that have been predefined. If no template has been selected, the editor is initially empty, but all further editing possibilities are the same. The button area on the right side can be used to manipulate the structure of the checklist itself, e.g. new rows can be added or the hierarchy of entries can be changed. Note that you can also drag and drop entries from one checklist to another inside the same project.

With the checklist editor you can walk through the list of all checks or to-do-tasks and provide information like related artifact or date of the check. In detail the following default columns are available for data input:

  • Checked: Please click into this field to indicate that the selected check has been performed resp. the selected task has been completed. A tick-symbol will appear to visualize the completion. The current date and time of the check will be inserted into the corresponding cell in the column "Date of check".

  • Related artifacts: When clicking into this field an artifact selection dialog will be opened. It shows all model elements in the current project which match the type description for this entry in the checklist template. If the checklist is not based on a template, all model elements will be shown. You can select one or multiple artifacts which are related to the current task or requirement as shown in the next figure. The names of all selected artifacts will be shown in the table as result.

    Using the context menu after right-clicking into this cell all related artifacts can be highlighted in the Model Browser.

  • Checked by: Please enter the name or identification of the user who performed the task or checked the fulfillment of the requirement.

  • Note: Here any additional information or comments concerning the current entry may be provided.

If additional checklist properties have been defined by the profiling mechanism (see Profiling mechanism), corresponding columns will be shown in the checklist. Moreover, columns can also be added, hidden and sorted as described in General aspects for table editors.

As for all other table-based data also for checklists reports can be generated. For details on how to do this see Reporting and Document Generation.