The Checklist Library is a centralized repository where you create, manage, and maintain reusable checklist categories and items used across audits and quality evaluations. It helps ensure consistency, standardization, and efficiency when building checklists for different use cases.

From the Checklist Library, you can:

• Create and manage Checklist Categories and Checklist Items.

• Reuse standardized categories and items across multiple checklists.

• Share categories and items with users or user groups based on permissions.

Prerequisites

Before you begin, make sure your user account has the following Category and Item Library permissions under Quality Manager:

• View: Allows you to access and view the Checklist Library

• Create: Allows you to create new Categories and Items in the Checklist Library.

Creating Category and Item in Checklist Library

Follow the steps below to create a new Category and Item in Checklist Library:

Open Checklist Library

• Navigate to All Settings from Sprinklr Launchpad.

  

• Search for 'Checklist Library' and select the same from the dropdown options.

• You will be redirected to the Checklist Library record page.

Creating New Category

• Click the '+ Category' button at the top right corner.

• The Checklist Category configuration page will open.

Category Configuration Fields

Configure the following fields. The fields marked with * are mandatory.

• Category Name*: Enter a meaningful name for the category. This name appears wherever the category is used in a checklist.

• Category Score Calculation Method: Use the Category Score Calculation Method field to define how individual item scores within a checklist category are combined to produce a single category score. This score is later used in the overall checklist or audit score calculation, depending on your selected overall scoring method.

  The following calculation methods are supported:

  Method Name	Description
  Average	The category score is calculated by taking the average of all item scores within the category. How it works The system adds the scores of all checklist items in the category. The total is divided by the number of items. When to use When all items in the category are equally important. When you want a balanced view of category performance. Example If a category has item scores of 70, 80, and 90, the category score is: (70 + 80 + 90) ÷ 3 = 80
  Maximum	The category score is determined by the highest item score within the category. How it works The system evaluates all item scores. The highest score becomes the category score. When to use When strong performance on any one item is sufficient. When you want to highlight best‑case outcomes. Example If item scores are 60, 85, and 90, the category score is: 90
  Minimum	The category score is determined by the lowest item score within the category. How it works The system evaluates all item scores. The lowest score becomes the category score. When to use When a single weak area should lower the overall category score. When enforcing strict quality or compliance requirements. Example If item scores are 60, 85, and 90, the category score is: 60
  Sum	The category score is calculated by adding together all item scores in the category. How it works The system totals the scores of all items. No averaging or normalization is applied. When to use When total performance matters more than individual item balance. When higher item counts should naturally produce higher scores. Example If item scores are 20, 30, and 40, the category score is: 20 + 30 + 40 = 90
  Weighted Category	The category score is calculated by applying weights to individual item scores and combining them into a final category score. How it works Each item is assigned a weight based on its importance. The system multiplies each item score by its weight. The weighted scores are combined to produce the category score. When to use When some items are more critical than others. When category scoring must reflect business or compliance priorities. Example If: Item A score = 80 (weight 60%) Item B score = 70 (weight 40%) The category score is: (80 × 0.6) + (70 × 0.4) = 76

• Category Weight: Enter a numeric value that defines the importance of this category. Higher weights increase this category’s impact on the overall checklist score.

• Exclude Category from Overall Score Calculation: Select this checkbox to prevent this category from affecting the overall checklist score. Use this option for informational or non-scored categories.

• Share Checklist Category: Use this section to control access. Select Add Users and User Groups to share this category with specific users or groups. Shared users can view or reuse the category, depending on permissions.

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Click the Save buttom at the bottom right corner to save your Category.

Once the category is successfully created, you can see the created Category in the Checklist Library.

Creating Item under Category

A Checklist Item defines what is evaluated, how users respond, and whether additional input such as comments is required. Follow these steps to create a new Item under selected Category:

• Click the vertical ellipses button (⋮) beside the Category under which you want to create an Item.

• Select 'View Items' from the dropdown options. You will be redirected to the Items record manager for that Category.

• Click the '+ Item' button at the top right corner to opent the Create Checklist Item configuration page.

Checklist Item Configuration Fields

Configure the following fields on the configuration page:

• Item Name: Enter a unique and descriptive name for the checklist item. This name appears when the item is added to a checklist.

• Item Description: Provide a detailed description of what the item evaluates. Use this field to explain expectations or scoring criteria.

• Item Help Text: Add optional guidance to help users understand how to respond to the item. This text is typically displayed as contextual help during checklist execution. Use short, clear instructions or examples.

• Skill Mapping: Map the checklist item to one or more skills. Skill mapping helps link checklist performance to skill tracking, reporting, or coaching workflows.

• Item Input Type: Select how users will provide a response for this item. Select an input type for the checklist item from the following options: Text Area, Check Box, PickList, PickList MultiSelect, Radio Button, Rating Scale, Date, Audio 

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• Mark Item as Mandatory: When selected, the checklist item must be completed before the checklist can be submitted. Use this option for critical evaluation criteria.

• Enable Comment: Allows users to add comments when responding to the item. Useful for capturing context, justification, or observations.

• Mark Comment as Mandatory: When selected, users must enter a comment before completing the item. This option is available only if Enable Comment is selected.

• Comment Visibility Based on Item Value: Controls when comments are visible or required based on the item’s response value. Use this option to show comments only for specific outcomes (for example, low scores or negative responses).

• Share Checklist Item: Use Add Users and User Groups to share this item with specific users or teams. Shared users can reuse the item based on their permissions. Select one of the following permissions when sharing the item:

  • View: Allows users to:

    • View the item configuration in the Item Record Manager (RM).

    • Use the item in the Checklist Builder when creating or editing checklists.

    Use this permission when users need to reuse standardized items without modifying them.

  • Edit: Includes all View permissions, and allows users to:

    • Edit the item configuration.

    • Enable or disable the item.

    • Clone the item to create a copy with similar settings.

    Use this permission when users are responsible for maintaining or customizing checklist items.

  • Delete: Includes all Edit permissions, and allows users to:

    • Delete the item from the Item Library.

    Use this permission carefully, as deleting an item may impact checklists where the item is already in use.

Click the Save button to save your Checklist Item. Once the category is successfully created, you can see the created Category in the Checklist Library.

Toggle Item and Category Status

Once a new Item or Category is created, it is saved in the record manager in Inactive status. Follow these steps to activate an Item or a Category:

• Click the vertical ellipses button (⋮) and click the 'Toggle Status' option to activate the Item or Category.

By using the Checklist Library, you can reduce duplication, enforce quality standards, and streamline checklist creation while allowing controlled customization where needed.

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