Activating the Checklist menu

Checklist is a new feature introduced in version 12.1.0.3. You must perform some cofigurations to activate the Checklist menu in Plan.

About this task

To activate the Checklist menu, complete the following steps:

Procedure

1. Select Settings > Plan settings.
2. Click Unica Plan Upgrade.
3. Ensure that Upgrade Configuration is checked. If not, select it.
4. Click Upgrade.
5. Post upgrade, select Settings > Plan settings.
6. Select Synchronize Menus.
7. Restart the server.
8. Log out and lo back in.
9. To verify, select Plan menu. You will see the Checklist menu item in the list.