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Guided Processes Pattern Group
 
Description
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The Checklist Page pattern is a guided process that walks the user through a number of tasks either sequentially or nonsequentially. Tasks are presented vertically in a table. Trains can be launched from a checklist.

This pattern is appropriate for use under the following conditions:

  • There are a moderate to large number of steps.
  • A number of tasks need to be performed.
 
Pattern Set Decision Table
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Activity Guide Patterns
Checklist Pattern
Single Task Pattern Set
 
Length of time to complete tasks? Hours to days multiple sessions

Hours to days
to single session

Single session

Number of tasks?

Ten or more in distinct groupings

Ten or more
hierarchical groupings

Single task

Number of user roles engaged in task completion?

More than one role

Single role or
multiple roles

Single role

Task organization and structure?

Milestones and submilestones
grouped into trains
and checklists

List of items or
nesting of lists

All related steps

Role collaboration?

Multiple roles

Single role
or multiple roles

None

Are tasks nested?

Two-level nesting milestones,
submilestones contain trains
and checklists

Multiple levels of
checklists supported

No

Are the task steps completed by a single user?

Not always

Not always

Yes

 
Pattern Sample
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Nonsequential Checklist

In a nonsequential checklist, the user may launch tasks in any order. If a task was saved midway but not completed, the status of the task is noted in the Status column.


Figure 1. Launching tasks
Required Screen Elements
Component Type Required Components Customizable or Extendable Components
Table

Required columns:

  • Task: Name of checklist task
  • Description: Task description
  • Last Updated: Date the task was last updated
  • Updated By: Person who last updated the task
  • Status: Image indicating the status of the task
  • Go to Task: Image that the user can select to navigate to the task in the corresponding row
The location of the Status and Go to Task columns can be repositioned within the table, but it is recommended that these be kept together. 

Other columns can be added as well; however, this table should be relatively small and not require horizontal table scrolling.
Table

Status column:

  • Task Started/In progress icon
  • Task Not Started icon
  • Task Completed icon

Go To Task column:

  • Go to Task icon (multiple states)
Status column can also include other icons for intermediate progress indicators.

Sequential Checklist

In a sequential checklist, the user must launch tasks in a defined order. The Go to Task icon is disabled in each row until the preceding task has been completed and the status of each of the disabled tasks is set to Not Started. If a task was saved midway but not completed, the status of the task is noted in the Status column.


Figure 2 Completing taks in the defined order
Required Screen Elements
Component Type Required Components Customizable or Extendable Components
Table

Required columns:

  • Task: Name of checklist task
  • Description: Task description
  • Last Updated: Date the task was last updated
  • Updated By: Person who last updated the task
  • Status: Image indicating the status of the task
  • Go to Task:Image that the user can select to navigate to the task in the corresponding row  The image is disabled until the previous task has been completed.
The location of the Status and Go to Task columns can be positioned anywhere in the table, but it is recommended that these be kept together. 

Other columns can be added as well; however, this table should be relatively small and not require horizontal table scrolling.
Table

Status column:

  • Task Started/In progress icon
  • Task Not Started icon
  • Task Completed icon

Go To Task column:

  • Go to Task icon (multiple states)
The Status column can also include other icons for intermediate progress indicators.
Table The row header contains the order number associated to the task with respect to the checklist.
 
Related Guidelines
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Table Usage guideline for the table component
 
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