Checklists

A Checklist is a collection of 'TO DO' items that need to be ticked off before a work order can be closed. You can attach one or more Checklists to a work order.

Creating a Checklist

Click on any Asset/Sub-Asset/Part. Then click ➕ from the 'Add Calendar Based Maintenance' form to create a new Checklist. Each Checklist can contain one or more 'To Do' items. A 'TO DO' item can be made mandatory with the toggle switch.

Checklists are universal. While you might create a Checklist under one Asset, it becomes available to all other Assets, Sub-Assets, Parts and Work Orders in that location and sub-locations.

Below is a short video on creating a new checklist.

Once created you can select that checklist from the drop down. When you attach a checklist to a work order, it shows up like in the image below.

Click to Zoom

Each 'TO DO' item in a checklist has 3 fields.

1. Update Reading: This is a number field where you can enter meter readings - for example - the odometer reading of a vehicle.

2. Add comments: A text field to enter observations.

3. Proof: A image or video proof can be uploaded as proof of completing the line item.

To mark a 'TO DO' item as complete you need to 'Check' it ☑ and click 'Save'.

NOTE: The checkbox will be in disabled state if the 'TO DO' item is mandatory. It will be enabled only after you enter a reading or a comment or attach a proof.

Audit Trails

Any action performed on the checklist is captured in the 'audit trail'. This will help your compliance requirements.