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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 preventative preventive maintenance workorder.
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 checklists are to be linked to maintenance schedules, also make sure to enable the preventive maintenance work orders module.
4.2 Module activation
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For some modules, other modules might be of importance, to be able to use this module fully.
For Checklists, the Master data modules ‘Buildings and areas’ and ‘Assets' and the ‘preventive ‘Preventive maintenance work orders’ module are relevant therefore, the following system groups could also need to be assigned to users (if not already done in the past), to be able to create and edit the relevant master data objects and preventative preventive maintenance work orders.
Reference | Name | Description | License needed |
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GOB-G007 | Edit buildings and areas | Group gives create and edit rights on buildings and areas | Full user |
GOB-G008 | Edit assets | Group gives create and edit rights on assets | Full user |
GOB-G022 | View buildings and areas | If a user should be able to generate an ad-hoc checklist for a building or area, they need this system group to be able to navigate to buildings and areas via the navigation menu | Requestor |
GOB-G025 | View assets | If a user should be able to generate an ad-hoc checklist for an asset, they need this system group to be able to navigate to assets via the navigation men | Requestor |
FMB-G016 | Preventive workorder manager | This system group has the rights to create and edit preventative preventive maintenance plans as well as the preventive work orders generated out of these plans. Specifically for the use of checklists, this system group can also ad checklists to preventative maintenance plans. | Full user |
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Navigation menu option | Available to system groups | Description |
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Checklist templates | Checklist template manager | This menu option can be used to manage the checklist templates. These templates can than be used to generate the actual checklists in the context of a master data object objects or preventive maintenance scheduleschedules. |
For the Checklists module, there is no dedicated startboard tab available
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To navigate to all Checklist module settings, go to Modules settings → tab Checklists. Hover over the available settings to get more information.
If the preventive maintenance workorders module is also used in combination with Checklists, some additional settings related to checklists in preventive maintenance workorders will also become available via the Preventive workorders module settings.
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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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