Creating a "Moment Set," now known as a Checklist Template in SAP Field Service Management, is a multi-step design process. The process begins with creating the template container itself (B. Create Moment set). This empty template is then populated with individual elements, or "Moments," which are the questions, instructions, or input fields for the technician (D. Create Moment). To add dynamic behavior, such as conditional visibility or validation, business rules must be configured for these moments (A. Setup Business rule). These three steps constitute the core activities for designing and building a functional checklist template.

C. Create Item and assign it: Items, such as equipment or materials, are not assigned during the creation of a generic checklist template. The template is assigned later to a specific activity or service call which may relate to an item.

E. Create and assign QR code: A QR code is a mechanism used to trigger or launch an already published checklist template. Its creation is a deployment step that occurs after the template has been fully designed and created.

1. SAP Help Portal

SAP Field Service Management

"Creating Checklist Templates": This document outlines the fundamental steps. It states

"1. In the main menu

select Smartforms & Checklists. 2. Select New Checklist Template... 4. From the toolbox

drag and drop the required elements [Moments] to the canvas." This directly supports options B and D.

2. SAP Help Portal

SAP Field Service Management

"Checklist Business Rules": This source details the configuration of logic within a template. It explains

"Business rules allow you to define the behavior of a checklist. For example

you can define a rule that a certain element is only displayed if a certain value has been entered in a previous element." This supports option A as an integral part of the creation and design process.

3. SAP Help Portal

SAP Field Service Management

"Checklist QR Codes": This document clarifies the purpose of QR codes

stating

"You can generate a QR code for a checklist template. When a technician scans this QR code with their mobile device

the corresponding checklist is opened." This confirms that QR code generation is a post-creation step for triggering a completed template

making option E incorrect as a creation step.