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Difficulty: starter/ novice/ expert/ legend

Content

Table of Contents
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Learning Objectives

After reading this article, you’ll be able to:

  • Generate a new checklist

  • Fill in a checklist

What is a checklist?

A checklist is a list of all the things you need to do, information that you want to find out, or things you need to take somewhere, which you make to ensure that you do not forget anything. For example you can have a checklist for a maintenance run for a property or an asset like an elevator.

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titleCreate a checklist

Create a checklist

There are different ways to fill out a checklist, we will go over them.

  1. Create a new checklist (work order) and fill it in

  1. Open the property, area, or asset.

  2. Go to the checklists through the tab “Related objects.”

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  1. Generate a new checklist using the “Available checklist templates” button

and select

  2. Select the

one

  1. checklist you want to generate

or open the checklist if it`s already generated.Image Removed

  2. The generated checklist will appear in the “Generated Checklist” list.

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titleFill in a checklist

Ad hoc created checklists

The checklist is created on the spotted and you now need to fill in the checklist. Open the checklist by clicking on the checklist in the “Generated checklist” list.

To fill in the checklist you have the following options.

  • Use the button “Fill out checklist” (The first question is automatically opened. Enter the answer and go to the next question. This option is incredibly user-friendly for tablet or phone users.)

  • Via the include (bottom part of the screen )  'Questions' (An overview of all questions is shown. Navigate through the questions using the Tab on the keyboard and directly answer the questions via the include.

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Fill in an existing checklist (work order)

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Summary

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Exercise

  •  #1
  •  #2

  • You know how to use the checklist functionality. Generating new checklists

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