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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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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 checklists.
3.1 Choices to be made within the module
Stand alone vs via workordersChecklists 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 maintenance schedules and automatically generate a checklist per preventative maintenance workorder.
4. How to activate this module
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4.1 Prerequisites before enabling this module
The corrective work orders module requires the requests module to be enabled beforehand. Prerequisites for the requests module can be found here: Requests moduleChecklists 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 enable the corrective work orders module.
4.2 Module activation
For this specific module activation, multiple settings and options applyonly one setting applies:
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Settings to be determined
Checklist template: This is the (Word) template that is used to automatically generate a checklist document once a checklist is done. By default, the standard available document is used. This template can be changed to, for instance, include the look and feel of the customer (this needs to be done in a document editor like Word).
4.2.1 Workflow emails
The emails that are automatically sent via the workflow (e.g., the confirmation email to the requestor after the new request is submitted) are also generated and shown in the include on the module activation after the module activation is started. If the customer does not want to use one or more workflow emails, the emails can directly be deleted from the overview. For more information on workflow emails, Workflow emails
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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 Corrective work ordersChecklists, the Master data modules ‘Buildings and areas’ and ‘Assets' and the ‘Requests’ ‘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 requestspreventative 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 |
Reference | Name | Description | License needed | GOB-G002 | Create requests | Group gives access to creating requests (object and startboard menu options)Requestor | |
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FMB-G151 | View requests | Group gives access to the navigation menu option 'Requests'. | Requestor | ||||
GOB-G013 | Servicedesk employee | Group grants general rights to view and handle requests. Group must be assigned to each service desk employee (in addition to the customer-specific service desk group for handling the specific requests for that service group) | Limited user | ||||
GOB-G033 | Service groups | Parent group under which al client-specific ServiceDesk groups are created. Access rights and filter pages use this group and all child groups in lots of places to provide the client-specific ServiceDesk groups with the correct access rights and the possibility to select them. |
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FMB-G057 | Manage problemtrees | Group gives access to create and edit problem trees and problem types. | Full user | ||||
FMB-G082 | Management dashboards requests | Group gives access to the menu option "Management dashboards" for the requests module, as well as access to the relevant objects to view this content of the dashboards. | Limited user | ||||
G016 |
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 View work orders Preventive work order manager | The option to search for all work orders. |
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 workorders module is also used in combination with Checklists, some additional settings related to checklists in preventive workorders will also become available via the Preventive workorders module settings.
7. Additional information
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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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