Checklists Overview

Click the appropriate link to directly access the relevant topic within this article.

What is the purpose for checklists?

How do I create a checklist name?

How do I manually add a group of questions?

How do I import groups and questions?

How do I modify a checklist?

How do I assign a checklist to an equipment model?

How do I assign a checklist based on the model's "Model Type"?

How do I delete a checklist?

How does a technician use the checklist in the Service app?

Purpose

An inspection checklist serves as a comprehensive tool designed to ensure that all essential steps, tasks, and criteria are systematically examined and verified during an inspection process. It helps to maintain consistency, accuracy, and thoroughness, ensuring that no critical details are overlooked or missed.

When creating a checklist, you must first create the checklist's name. After that, you have two options to add questions: you can either manually add groups of questions or use the import feature. The import feature requires a specially formatted .csv file that contains the group name and the questions within that group.

Checklist Name

To create a checklist name follow the below steps:

1. In HQ, go to Admin/Checklists, create [+] sign.

   

   
   

2. Enter a Name (required) and Company Reference (optional). Click [Save]. Upon Save, additional options are available. In the Checklist list, locate the respective checklist.  Click the three vertical dots, then select Details. Upon creation, the checklist is in 'Draft' mode and will not be used until it is activated.

   

Manually Add Group Name(s) and Question(s)

Before a question can be added to the checklist and Group must be added, then questions within that group can be added.

1. Upon creating the checklist's name, click the checklist's name or click the three vertical dots, then select Details.

   

2. Click [Add Group].

   

   
   

3. Enter the Group name, then click [Save].

   

   
   

4. Click [Add Question]. TIP: If the Add Question is not visible, click the arrow located on the right side of 'Groups'.

   

5. Add the question, then click [Save]. Continue adding the relevant questions for this group.

   

6. If a new group of questions is needed, simply click [Add Group] to start the process over.

   

7. Once the checklist is completed successfully and you are ready to begin using it, click [Activate].  This will activate the checklist.

   

8. Click [OK] to finish activating the checklist.

   

Import Groups and Questions

Streamline the procedure by organizing your groups and questions in a .csv file, it is required that the .csv file be formatted as outlined below. Before you can use the import feature, you must first create the Checklist Name.

1. Using Excel or an applicable software, create the .CSV file in this format.
   1. Column A = Group Name

   2. Column B = Question to include in the relevant Group

      

2. Save the file as a .csv file format.

   
   

3. While in the Checklist details, click [Import Questions].

   

4. Either Drag and Drop the relevant .csv file here or click here to browse for the .csv file.

   

5. If in your .csv file you added a 'header row' (i.e., Category/Question), confirm Remove Header Row is enabled, then click [Import].

   

   
   

6. The checklist's categories and the questions within each category are now imported.

   

7. Before the checklist can be used, assigned to a model, click [Activate].

   

Modify a Checklist

To update an existing checklist, follow the below steps:

1. Locate the respective checklist, then click the three vertical dots and select Details.

   

2. Before you can make changes to the existing checklist, you must create a draft of it.  Click [Create Draft].

   

3. Click [OK] to continue.

   

4. Make the necessary changes, upon completion - click Activate to start using the newly updated checklist.  NOTE:  Work Orders that were created using the previous checklist will continue to use that version, only newly created Work Orders will use the newly updated checklist.

5. 

NOTE: Due to checklists being assigned to equipment on PM work orders, you will not be able to edit a dispatched work order. You would have to cancel that work order and create a new one and add that equipment and checklist.

Assign checklist based on Model Type

If your business system is integrated and uses model types, Tinnacity syncs each model type assigned to the equipment. To simplify checklist assignment, if all models with a specific model type (e.g., Internal Combustion) should use the same checklist, assign it under Admin > Model Types. However, if certain units require a different checklist, assign it at the model level under Admin > Models. Click here to learn more about Model Types.

Delete a Checklist

Before you can delete a checklist, please confirm that it is not assigned to any model(s) within the Admin > Models section.

1. Navigate to Admin > Models.
2. Confirm that the checklist you wish to delete is not assigned to any models.
3. Once unassigned, you may proceed with the deletion.

To delete a checklist, follow these steps:

1. Navigate to Admin>Checklists, locate and select the relevant checklist.

2. While in the checklist details screen, click the three dots and select Delete.