Equipment Checklist

Maintenance checklists ensures equipment reliability by following a systematic process, checklists help ensure that all components of machinery or systems are regularly inspected and maintained, reducing the risk of unexpected breakdowns. NOTE: Tinnacity requires the equipment's model to have an assigned checklist in order to create maintenance work orders in HQ.

To complete the checklist, tap on the [Checklist] button on the equipment card.
When opened, the checklist groups will be displayed with the name of the checklist at the top of the page and (## of ##) of questions. To answer the questions, tap on the relevant group name (i.e. Visual Inspection).
With the question expanded, the technician as the ability to add a picture, to answer the question and to add a comment. NOTE: The [Quote] button appears if the question is not answered OK. TIP: The technician can submit an individual quote request to the back-office by pressing the [Quote] button next to the relevant question. Or, they can press the [Actions] button to request a [QUOTE FOR ALL] questions answered unfavorably. Click here to learn more about Quotes.
To answer multiple questions with the same response, (if enabled in Company Settings), press the [Select Multiple] button.
There are two options to choose, [Select All] will select every question within the group, even the questions that have already been answered. [Select Unanswered] will select only questions that have not been answered. Choose an option, then press [Answer] to answer the questions.

TIP: If a Technician has to leave the checklist page and come back later, press the green [SAVE] button on the bottom of the checklist screen prior to leaving the checklist to ensure questions/quotes answered are saved.

IMPORTANT: Checklist images are accessible only to technicians and back-office staff. To share these images with a customer, you need to download them from HQ via the work order details screen and then email them separately.