Checklists

The Checklist functionality is part of the Pimics quality management and is used to validate the completeness of the required product data. At the most basic level, the checklist can contain a list of fields that are required for the final purpose of the checked entity.

Navigaton

• New - Create a new entery
• Delete - Deletes selected line or multiple lines
• Home →
  • Assign to data - Assign checklist to selected row
  • Certify - Sets the checklist as ready to use and sets the field “System Status” to “Certified” on the checklist. Also allows recertifying all entities with assigned checklist
• Reports →
  • Checklists were used - Shows where used
• Actions →
  • Function →
    • Generate table fields - Generate all fields of the selected class into Recording area

Checklist card

Navigation menu:

• New →
  • Generate table fields – Generate all fields of the selected class into Recording area
• Home →
  • Certify – Sets the checklist as ready to use andsets the field “System Status” to “Certified” on the checklist. Also allows recertifying all entities with assigned checklist.
  • Update fields – Remove lines referencing fields not on the checklist table.
• Reports →
  • Checklists were used – Shows where checklist is used.

General

Code: A unique identifier for the checklist.

Description: Name of checklist.

Class: Defines the category or object type the checklist applies to. Based on the class, the user will get correct fields that can be checked.

System status: Shows the state of completeness on the data quality check.

Recordings

Fields relevant to the class, including the extensions.

Recording type:

• Required – If field has no value, will produce error,
• Recommended – If field has no value, will produce warning,
• Optional – Default for all fields. Does not check fields value.

Check type:

• Has Value,
• Does not have value,
• Regex Match,
• Regex does not Mach.

Custom error message: Specify error message for the field checked. If not specified, a Default message will be displayed if an error occurs.

Relation:

Specify requirements for Related tables, such as features, descriptions and pictures.

Notification type:

• Requiered
• Recommended
• Optional.

What: Which related table is checked.

Filter: Creates Conditions to verify by checklist.

Data Resolution Code: Specifies the user responsible for filling in the information. If left blank, Information can be filled in by any user.

Custom error message: Specify error message for the failed condition check.

Check type.

• Has Value.
• Does not have Value.
• Exist.
• Does not exist.
• Regex Match,
• Regex does not Mach.

Description:

Check Details: User typed descriptions.

Creating a new checklist for items

Checklists are most commonly applied to items, and one checklist can be created for each channel that requires specific data validation rules. For example, you can have a checklist for Amazon, another one for your company website, etc. Multiple checklists can be applied to items, or to any other entities that support data quality checking. Here is how you can create an items checklist:

1. Using Alt+Q, search for checklists and then click on the relevant link (or access Quality Management/Checklists)
2. Click on New to create a new checklist
3. On the General FastTab, fill in the fields as necessary:
   1. In field Code, enter the name of the new checklist, for example Item
   2. In field Description, enter the appropriate text, it can be the same as Code
   3. In field Class, select Item
4. On the Recording FastTab, click on Field Number and select the field you want to include for checking. In this example:
   • Description
   • Base Unit of Measure
   • Unit Price
   • Standard Item Group
   • Picture Document ID
   1. Select Recording type for each line with the field:
   • Required - field has to have a value, otherwise running the certification using this checklist will generate an error into the certification log
     • Set Required for fields Description, Base Unit of Measure, Unit Price
   • Recommended - field should have a value but does not block anything. If it doesn't have a value, running the certification will generate a warning into the certification log
     • Set Recommended for fields Standard Item Group
   • Optional - field is optional. If it doesn't have a value, running the certification will not generate an entry into the certification log
     • Set Optional for fields Picture Document ID
5. Further on the line defining each checked field, there are the Data Resolution Type and Data Resolution Code attributes. There you can define a user or a group of users who will be in charge of solving the errors and warnings generated by the certification process
6. On Home Ribbon Tab click on Certify
7. Confirm dialog “Do you want to recertify all master data?”
8. The System Status on the checklist card has changed to Certified
9. The certified checklist for items is ready to use

The Checklist functionality always uses the last certified version

Certifying items

In the following steps, we will use the created checklist to certify an item. We will then look at the Certification Log and explain the messages.

Certification Log contains a list of warnings and errors for the class (entity) which has been certified via the Certify button.

The Warning messages are related to Recording type Recommended. They alert the user that the field or fields should contain value(s). The class entity will be certified with warnings.

The Error messages are related to Recording type Required. They alert the user that the field or fields do not have the required value(s). The class entity will not be certified until the cause for the error message will be removed.

• Existing checklist for items
• Existing item with values in fields Description, Base Unit of Measure, Unit Price

To certify an item:

1. Using Alt+Q, search for items and then click on the relevant link (or access Product Information/Items)
2. Select the item that you want to certify
3. On the Pimics - General FastTab, fill in the fields as necessary:
   1. In field Checklist No. select the previously created checklist
4. Check the followings fields:
   • Description - has a value
   • Base Unit of Measure - has a value
   • Unit Price - has a value
   • Picture Document ID - is empty
   • Standard Item Group – is empty
5. In the ribbon, click on Certify
   • After the certification process is finished, the field System Status now reads Certified
6. In the Ribbon, select Product Details > Certification Log. There you can see the warning for field Standard Item Group being empty
7. The item has been certified

Advanced checklists with relations

In many situations, the product information contains some extended rich texts, digital media or classifications. To ensure that your master data is complete, the checklist allows verifying existing relations with digital assets and classifications.

• Existing item group with a feature group named Sizes

To check item group information and an existing feature group named Sizes:

1. Using Alt+Q, search for checklists and then click on the relevant link (or access Quality management/Checklists)
2. Click on New to create a new checklist
3. On the General FastTab, fill in the fields as necessary:
   1. In field Code, enter the name of the new checklist, for example ITEMGROUP
   2. In field Description, enter the appropriate text, it can be the same as Code
   3. In field Class, select Item Group
4. On the Recording FastTab, click on Field Number and select the fields you want the checklist to verify:
   • Add field Description and set Recording Type = Required
   • Add field Picture Document ID and set Recording Type = Recommended
   • Add field Standard Product Group and set Recording Type = Recommended
5. On the Relations FastTab:
   • Click on the first line and select Required in the Notification Type field, and Features in the What field
   • For this line set Condition to Exists
   • Click on Filter, then
     • click on the three dots, select field Line Type in Field Caption and type ‘Feature Group’ in Filter
     • on the next line, select field Description in Field Caption and type Sizes in Filter
     • close the filter
6. Navigate to Home on the upper ribbon and click on Certify
7. Confirm dialog “Do you want to recertify all master data?”
8. Go to the item group list (Product Information > Item Groups) and open the item group which should contain the feature group Sizes with set values
9. On the item group card, select ITEMGROUP in the field Checklist Number
10. Navigate to Home on the upper ribbon and click on Certify
11. The item group is now certified, with results visible in the Certification Log

Tasks generated by the certification process

As previously mentioned when setting up the checklist card, fields Data Resolution Type and Data Resolution Code specify who in the team needs to take care about each field that is verified by the checklist, in case of errors or warnings. The user(s) will see this task information as a notification on the main screen upon login to Business Central.

Regex Match / Doesn’t Match

Used to check feature value by regular expressions.

To use:

1. In Filter, enter product feature you wish to check
2. As Check Type, select Regex condition:

• Regex match – entered regular expression should match feature value
• Regex does not match – entered regular expression should not match feature value

Regular expressions

Character	Function	Example	Match Example
.	Any single character	a.c	abc, a9c,...
^	Start of string	^abc	abc def
$	End of string	def$	abc def
*	0 or more repetitions	ab*c	ac, abc, abbc,...
+	1 or more repetitions	ab+c	abc, abbc, abbbc,...
?	0 or 1 occurrence	Ab?c	ac, abc
X{n}	Exactly “n” repetitions of X	b{2}	abbc
X{n,}	“n” or more repetitions of X	b{2,}	abbc, abbbc,...
X{n,m}	Between “n” and “m” reps	b{1,2}	abc, abbc
[ ]	Character class	[a-z]	Any lowercase a to z
[^ ]	Negated character class	[^0-9]	All except numbers
|	Or	abc|123	abc and/or 123
( )	Grouping	(abc)+	abc, abcabc,...
\d	Digit	\d+	[0–9999999]
\w	Word character	\w	[a-zA-Z0-9]
\1	Ref. to first capture group	(ha)\1	haha