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
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
3.1 Choices to be made within the module
Stand alone vs via workorders
4. How to activate this module
As for every new module, use the ‘Module activation’ option on the administrator startboard (only available for level 2 and level 3 admins). For more general information about these 'Module activation' options, see Module activation
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 module
4.2 Module activation
For this specific module activation, multiple settings and options apply:
Settings to be determined
Checklist template:
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
For a detailed description of the emails sent via the checklist and checklist workorder workflow, see: Checklists module in the 'Application Managers' section.
4.3 Data imports
When activating this module, some 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).
For more information on data imports in general, see: Data imports
For the checklists module, no data imports are relevant.
4.4 System groups
When a module is activated, system groups become available that can be assigned to user profiles. These system groups will give users access to (a subset of) navigation menu options, startboard tabs, and tasks in the relevant workflow(s).
For more general information on user profiles, system groups, users, and the user profile dashboard, see: User management
For the Checklists module, the following system groups become available:
Reference | Name | Description | License needed |
|---|---|---|---|
FMB-G077 | Create ad hoc checklists | This group gives the authorizations to generate ad hoc checklists within an asset, area or building | Full user |
FMB-G076 | Checklist template manager | group gives the authorizations and options to manage checklist templates | Full user |
Via the 'User profile management' option on the administrator startboard, these system groups can be assigned to existing user profiles or add them to newly created user profiles.
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 orders, the Master data modules ‘Buildings and areas’ and ‘Assets' and the ‘Requests’ 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 requests.
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 | License needed |
|---|---|---|---|
GOB-G002 | Create requests | Group gives access to creating requests (object and startboard menu options) | Requestor |
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. |
|
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 |
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.
4.5 Navigation menu and startboard options
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.
For more general information on the navigation menu and startboard, see: Navigation menu and Startboard
For the Checklists module, the following navigation menu options become available:
Navigation menu option | Available to system groups | Description |
|---|---|---|
Checklist templates |
| The option to search for all work orders. |
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:
Open ad hoc checklists: This report shows all open ad hoc checklists.
6. Additional settings and options after enabling
For most modules, additional settings can be configured after the initial module activation via the 'Module settings' option on the administrator startboard. A module is always activated with the most used settings pre-defined. After the module is activated, it may have more advanced settings available, which can also be managed via the module settings.
To navigate to all Checklist module settings, go to Modules settings → tab Checklists. Hover over the available settings to get more information.
7. Additional information
No additional information currently.
8. User manual
For the user manual with a more step-by-step explanation of the process itself, see: Checklists for users.
9. Q&A
Waiting for questions to answer.