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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 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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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).
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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 work order workflow, see: Checklists module in the 'Application Managers' section.
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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 Checklists:
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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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