How to create a checklist

You can create and generate checklists related to properties, areas, or assets using the checklist functionality. These can be made when you need them or can be linked to maintenance schedules. Before you can create a checklist, you need a checklist template.

Create a Template

1. To create  a checklist template, use the “Checklist templates” button under the header “Maintenance.”

2. It will open the next screen. In this case, we don`t have any template yet and have to create a new one by clicking “New.”

3. By doing so, we get the following screen. Where we can enter details about the checklist and create questions, give the template a relevant name, and you can also write a short description of the list. There is a built-in version tracker to track changes and see which version is currently being used. You must also define if the template concerns a Property, Area, or Asset. This choice will be of influence which type of object the template will be available for. A template created for a Property can only be used by a Property and not by an Asset, for example.

4. After filling in the requested details, like in the screenshot, it`s time to add the questions to the template. To do this, press the button “Questions.”

5. Here you have to click on the button “Create Section.” This will open a new screen. A Checklist exits out of one or more sections with questions.

6. In the following screen, you can give the section a name and a short description. By pressing the “Create question” button, you will get to the next screen, where you can create a question for your checklist template.

7. In this screen, you can create your question. Depending on the kind of question, you can adjust the answer type. For example, if the question is regarding a date, choose as answer type “Date.”
There is the option to make a question mandatory or not. , Enter your question in the question box, and if necessary add text to the clarification box to clarify the question. Also, it`s possible to add a comments field and a field to upload pictures. This way, you can build up your templates with sections and questions.

Generate a checklist based on a template

For a specific object

Users can generate the checklists from a list of available templates via the tab “Related objects” on a property, area, or asset. Next, to navigate to the specific object via the menu, it is also possible to use the QR code scan option via the startBoard if assets are given a QR code.

Please take a look at the screenshot below, where you can find the checklist.

The 'Available checklist templates' button on the checklist tab shows all checklist templates available for the object / linked product group.

By selecting one or more checklist templates and using the 'Create checklist work order function, a checklist work order is generated, and the checklists are linked to this work order. You can directly enter and submit the checklist or assign the checklist work order to someone else.

As part of a preventive work order

Users can add checklists to the preventive work order template within a maintenance schedule via the Checklists tab. To get this tab follow the next steps:

1. Click on “Maintenance schedules” under “Maintenance.

   

2. Search for your maintenance schedule and open it or create a new schedule

3. 

   Click on the button “Workorder Template.”

1. In this screen ,you will see four different ta,select the thee tab “Checklists”

1. Press the button “Add checklists”

1. Select the checklist(s) you want to use and press the button “Add selected checklists to work order.”