Checklist Pro provides developers (pro-coders and citizen developers alike) with no-code / low-code options and features to help save subscriptions costs and make better use of your precious ServiceNow capital.
Visit https://checklistpro.app and click the "Pricing" button for complete pricing details.
Don't unnecessarily customize your Out-of-the-Box system and increase your technical debt. Checklist Pro checklists appear on forms but are not customizations to the table(s) they appear on. With the universally understood concepts of a checklist, end user adoption is easy, solutions are consistent, transparency is increased and lesser skilled development staff is required to do amazing things on the ServiceNow platform!
Having a checklist helps augment the functionality within ServiceNow workflows, guiding the team through what may potentially be many sub-steps. They can also help track work performed in other systems or for enforcing that best practices are followed. It may also be that not all of the instructions in a task are required and knowing which of these tasks were performed (or not) is important for audit or evidence gathering purposes.
The problem with native ServiceNow checklists is that they are unreliable, meaning, people can change the content of the checklist item after the fact, add items, delete items, change items. There's also no guarantee that the same checklist will appear in the same situation. There is no way to restrict who can edit the checklist or when it can be edited (e.g. do you really want people changing checklist responses after the record has been closed). There is no concept of "required" vs "optional" checklist items.
We built Checklist Pro to solve all those problems and more. Checklist Pro application administrators can define when checklists get created and associated with records in a table (any table - not just those that extend TASK), when these checklists can be edited, when the associated record is considered "closed" (and thus should prohibit further checklist updates). We even added the ability to define "Required" checklist items that allow enforcement, thereby preventing a record from closing unless the required items are completed. We've built convenience Database Views to go with the most common checklist tables, which include TASK, SYSAPPROVAL_APPROVER, CMDB_CI.
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They work in the Employee Center, Service Portal as well as in the Classic UI.
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They can be placed in Catalog Items, Record Producers as you submit your request, or placed on any record in ServiceNow.
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The same Checklist can be shared across multiple different records (think group approvals) where everyone sees and uses the same checklist.
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A Checklist can have nested Checklists such that as one item is completed, it can reveal a whole new set of Checklist items
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We even have built-in Checklist Item validation logic and allow end users to build their own item validators.
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Our Checklists works with other Scoped Applications (like HR or SecOps or even custom scoped apps & tables).
Additionally, Checklist Pro has a built-in "Terms of Use" capability that can be dragged and dropped into any workflow to optimize and conserve the use of your precious ServiceNow capital.
Add a checklist to any table or Service Catalog request form. Specify the table and the items on the checklist and the rules for when the checklist gets created, when it is editable and when/if required checklist items exist, and defines options for checklist handling.
- Simple, powerful, easy to configure and use; No developers / development needed; Checklist Pro Admin skill level equivalent to report builders and SLA administrators;
- Checklist Pro Record (generic Checklist Assignment record) available to developers from Flow / Workflow editors. Allows for options in solving business workflow solutions with a mind toward cost control and prevents inappropriate conversion of non-Fulfillers into Fulfillers.
- "Personal" Checklists accessible to all users on the platform through Service Catalog: Create Personal Checklist. Manage which (if any - you decide) other users can send "Personal" Checklist Assignments to you.
- Customizable CSS on a per-checklist basis (allows for unique branding and stylizing).
- Unlimited number of checklists and Checklist Pro administrators.
- Rules based association of a checklist to a record
- Rules based controls for when a checklist becomes editable
- Configuration of enforceable “required” checklist items
- Controls preventing end users from adding, deleting or updating checklist items assign to a record
- Consistency of checklists applied to record (based on app admin configurations) allowing for useful reports and analytics
- Allows a configurable list of checklist items (i.e. questions or statements) to be ordered (listed) and associated with any table (e.g. Incident, Task, Risk, Issue, Approval, custom tables and non-task-based tables)
- Allows a single checklist to shared across multiple records (e.g., all approval users seeing the same checklist in a group approval)
- Nested (cascading) checklists. As items are completed, child checklists can be revealed.
- Override logic to make certain items (and their decendent checklists) hidden or read-only based on condition-builder logic or out-of-the-box functions and even customer built functions.
- Checklist Item validations based out-of-the-box functions and well as customer built functions.
- Variety of checklist item type: Checkboxes, Textboxes, Journal Fields, Numbers, Dates, Customizable choice lists, Reference records, HTML objects.
- Checklist items allow for end user responses by checking (i.e. clicking or selecting) the checkbox; App tracks who made the response and when it was made; Results can be used for analysis and reporting
- Assists ServiceNow Developers / Administrators in providing options for best use of ServiceNow user licenses
Included with Checklist Pro is the “Checklist Pro – Terms of Use” workflow. This workflow coupled with the packaged “Terms of Use” checklist configuration record and template configuration record and associated template and choice record values provides a means to allow customers the ability to use checklists as means for capturing end user attestations for “rules of behavior” or “terms of use” or “consent form” type functionality.
As an example, suppose a customer has a Service Catalog item allowing the organization to request a mobile phone for work and part of the workflow logic is the need to capture an acceptance by the end user that they agree to the terms of use for this device.
Pre-Built Solutions that come with Checklist Pro: TYGR has a growing list of pre-built solutions for Checklist Pro customers that provide immediate value to customers facing common, data-stewardship problems on the ServiceNow platform.
- Group Member Management
- Department Member Management
- Hardware Inventory Management
- CMDB Servicer Management
- SPM Checklist
- Instance Upgrade Checklist
- Manager / Employee Relationship Management
- Business Unit Management