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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 workorderwork order.
For more information on these options, see: Checklists module in the 'Application Managers' section.
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Checklists do not have any mandatory prerequisites in the form of other modules that must be enabled activated first. However, it will be relevant to enabled activate some of the related master data modules (Buildings & areas and/or Assets) as checklists always need to be related to one of these types of master data. If checklists are to be used within preventive maintenance schedules, also make sure to enable activate the preventive maintenance work orders module.
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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 donecompleted. By default, the standard available template 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 submittedwith the completed checklists added as an attachment) 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, see Workflow emails
For a detailed description of the emails sent via the checklist and checklist workorder work order workflow, see: Checklists module in the 'Application Managers' section.
4.3 Data imports
When activating this module, some Relevant data imports become available, which can be used to quickly import relevant data into the system (as opposed to manually entering this data, which is also possible).Relevant data imports become available in the module activation after the activation has been started. Default data imports can also be found on the admins startboard (only for level 2 and level 3 administrators).
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Reference | Name | Description | License needed |
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FMB-G077 | Create ad hoc checklists | This group gives the authorizations to generate and handle ad hoc checklists within linked to an asset, area or building | Full user |
FMB-G076 | Checklist template manager | group Group gives the authorizations and options to manage checklist templates | Full user |
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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 |
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 menmenu | Requestor |
FMB-G016 | Preventive workorder manager | This system group has the rights to create and edit preventive maintenance plans schedules as well as the preventive maintenance work orders generated out of these plansschedules. | 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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When a module is activated, the relevant navigation menu options become available to users with the correct authorizations (based on the system groups). Next to that, a module-specific key user startboard tab becomes available for that particular module and is visible depending on the user's authorizations. This tab gives users insights and day-to-day work overviews relevant to the specific module.
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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 be used to generate the actual checklists in the context of a master data objects object or preventive maintenance schedules. |
For the Checklists module, there is no dedicated startboard tab available.
5. Additional reports
Additional reports can be available for some modules via the ‘Reports’ navigation menu option.
For the Checklists module(s), there are reports available via → Navigation menu reports: → Folder checklistsfolder Checklists:
Open ad hoc checklists: This report shows all open ad hoc checklists.
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If the preventive maintenance workorders work orders module is also used in combination with Checklists, some additional settings related to checklists in preventive maintenance workorders work orders will also become available via the Preventive workorders work orders 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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