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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 |
1. Checklists in general
Checklists are essential tools for standardizing tasks, ensuring consistency, and maintaining quality across processes. They help users break down complex tasks into manageable steps, reducing the risk of overlooking critical actions. By providing a clear structure, checklists promote accountability, simplify task delegation, and support thorough follow-through. They can be used in a wide range of scenarios, from daily routines to compliance checks and quality control, making them valuable for both individual productivity and team collaboration.
2. What is this module about
For more information on the content of this module, including detailed descriptions of some of the core components, see: Checklists module in the 'Application Managers' section.
3. Why use this module
Via the checklist module, customers can create custom checklist templates and generate and fill in checklists related to building, areas or assets. These checklists can be generated on the spot (ad hoc) or can be linked to maintenance schedules and thereby periodically generate checklistsWithin Workplace management, the Checklists module allows users to create, manage, and track structured task lists for various operational needs, such as maintenance, and ad hoc procedures. By using checklists, organizations can improve task accountability, streamline processes, and enhance overall operational efficiency.
3.1 Choices to be made within the 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 corrective preventive work orders module.
4.2 Module activation
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4.4.1 Relevant system groups from other modules:
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 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 work orders.
Reference | Name | Description | License needed |
|---|---|---|---|
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 |
Reference
Name
Description
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 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 |
When generating the user profiles, it is advised to also include these groups in the profiles or have dedicated profiles (and users) for these modules.
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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 or preventive maintenance schedule. |
For the Checklists module, there is no dedicated startboard tab available
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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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