Difficulty: starter/ novice/ expert/ legend
Content
Learning Objectives
After reading this article, you’ll be able to:
Generate a new checklist
Fill in a checklist
What is a checklist?
A checklist is a list of all the things you need to do, information that you want to find out, or things you need to take somewhere, which you make to ensure that you do not forget anything. For example you can have a checklist for a maintenance run for a property or an asset like an elevator.
Create a checklist
Open the property, area, or asset.
Go to the checklists through the tab “Related objects.”
Generate a new checklist using the “Available checklist templates” button
Select the checklist you want to generate
The generated checklist will appear in the “Generated Checklist” list.
Fill in a checklist
Checklists part of a an object
Open the property, area, or asset.
Go to the checklists through the tab “Related objects.”
The checklist is generated for the object and you now need to fill in the checklist.
Open the checklist by clicking on the checklist in the “Generated checklist” list.
To fill in the checklist you have the following options.
Use the button “Fill out checklist” (The first question is automatically opened. Enter the answer and go to the next question. This option is incredibly user-friendly for tablet or phone users.)
Via the include (bottom part of the screen ) 'Questions' (An overview of all questions is shown. Navigate through the questions using the Tab on the keyboard and directly answer the questions via the include.
Checklist part of a work order
If you are assigned with a work order to for example to clean an area, it is possible that a checklist is part of the work order.
Open your work order through your task list on the startBoard
Navigate to the “Checklist” tab
Open the checklist to fill it in.
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