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This article is about activating this module as an implementation consultant. For more detailed information on how to manage or use the concepts in this module as an application manager or a user (for instance, details on how to create an object), see the related module in the application managers and/or Users part of this knowledge base: Application Managers / Users |
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Checklists can either be used as a stand alone module, together with some of the master data modules (Buildings, Areas and / or Assets), as it is possible to generate a ad hoc checklist within the context of these master data objects. Next to stand alone (ad hoc) checklists, it is also possible to link checklist templates to preventive maintenance schedules and automatically generate a checklist per preventive maintenance workorder.
For more information on these options, see: Checklists module in the 'Application Managers' section.
4. How to activate this module
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Checklists do not have any mandatory prerequisites in the form of other modules that must be enabled first. However, depending on how checklists are going to be used, it will be relevant to enabled some of the related master data modules (Buildings & areas and/or Assets) and, if as checklists always need to be related to one of these types of master data. If checklists are to be linked to used within maintenance schedules, also make sure to enable the preventive maintenance work orders module.
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For the user manual with a more step-by-step explanation of the process itself, see: Checklists for users.
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