Viewing a custom checklist

Understand how to view a custom checklist and its overview.

Perform the following steps to view a custom checklist:

Navigate to the SCM App landing page and click Custom checklist.

You are directed to the custom checklist details page which contains the Contents, Sync, and Subscribed devices tabs that provides information about the selected custom checklist.

Figure 1. Custom checklist details page
The custom checklist page contains the following elements:
- Export: Use this feature to download reports of an individual custom checklist. For more information, see Exporting report.
- Show/Hide summary: Use this feature to display or hide the inline reports.
  - Inline reports:
    
    Donut chart and bar graphs, such as checks by category, check deployment status, and check compliance status shows the status of the selected custom checklist. These chart and graphs are updated dynamically when you apply filters in contents tab. You can also click on any of the chart or graphs to see information related to specific set of checks.
    Inline reports chart and graphs:
    
    Checks by category: The checks are grouped together based on the custom site they belong to. For example, account management, password policies, auditing and network security are the few category of checks.
    
    Check deployment status: This graph is generated based on the deployment percentage checks.
    
    Check compliance status: This graph is generated based on the compliance percentage of the checks.
    For more information, see Inline reports.
- Custom checklist tabs: The checks in the Contents and Sync tabs are represented in a data grid format. Each column has a search or filter option, which you can use to find checks by entering text or a keyword. The pagination allows you to navigate between pages. Use the checkbox in each row to select the required checks or select all the checks using the checkbox available in header section of Checks Name column. To view only the checks that you have selected, use View Selected only. To know more about data grid, see Grid view.
  Note: On the lower-right corner, the checkbox represents if Activate measured value analysis after copying option is checked or unchecked for the custom checklist. For more information on activate measured value analysis after copying, see Measured value analysis.
  - Contents: This tab contains all the available checks in a custom checklist. You can select one or more checks and deploy them to the target devices by clicking deploy. For more information on deploying custom content, see Deploying a custom checklist.
    
    You can modify the parameters used in determining the compliance of checks. Use Edit parameter icon to customize the checks. Similarly, use Edit check edit the contents of the check. For more information, see Modifying check parameters and Editing a custom check.
    When a new check is created and added to a custom checklist, it is indicated by a icon and it is categorized as Custom under source checklist column.
    You can view the details of the check by clicking any of the available checks. The details page contains Overview, Applicable Devices and Deployment sections.
  - Sync: This tab contains the list of checks to be synced with the source checklist (external checklist). You can select one or more checks (Out of Sync checks) and sync them with the source checklist by clicking Sync Selected. For more information on synchronization, see Synchronizing custom checklist.
  - Subscribed Devices: This tab contains all the available devices that a custom checklist can be applied to. You have Groups, All devices, and None options to apply the checklist.
    - Groups: This list contains available device groups in SCM. You can apply the checklist to one or more groups.
    - All devices: Checklist is applied to all the devices in SCM.
    - None: Checklist is applied to any device.
    A success message is displayed after applying the checklist to any selected groups or all devices.