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?

How do I modify a checklist?

How do I assign a checklist to an equipment model?

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.

Create a Checklist

To create a checklist follow the below steps:

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

   

   
   

2. Enter a Name (required) and Company Reference (optional). Click [Save].

   

3. Upon Save, additional options are available. In the Checklist list, locate the respective checklist.  Click the three vertical dots, then select Details. NOTE: Upon creation, the checklist is in 'Draft' mode and will not be used until it is activated.

   

4. Click [Add Group].

   

   TIP: Optimize your checklist creation process by utilizing a .csv file to 'Import Questions'. Streamline the procedure by organizing your groups and questions in the following format: Group names in Column A (repeat for each question within the same group), and corresponding questions in Column B. Expedite the import Questions process by including all entries at once.

   

   
   
   

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

   

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

   

7. Add the question, then click [Save].

   

8. Continue Steps 6-7 until all questions are added. If a new group of questions is needed, simply click [Add Group] to start the process over.

   

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

   

   Click [OK] to finish activating the checklist.

10. 

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.

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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.