Checklist Tab

The Checklist tab of the Order Details screen presents the checklist items connected to the Maintenance Order:

These questions must be answered (though not necessarily correctly) in order to complete the Maintenance Order.

When you are done answering the questions, press the Save button, which will validate the answers and display a message that the answers have been saved. The checklist answers can be modified and resaved as many times as necessary.

You will not be notified if your answers are wrong.

  1. On the Maintenance tab of the equipment properties, select the necessary Maintenance Procedure and click (Properties).
  2. On the General tab of the Maintenance Procedure properties, click (Link entity) next to Checklist.
  3. On the Checklists screen, select the checklist you want to edit and click (Properties).
  4. On the Checklist screen, navigate to the Checkpoint Links tab, select the checkpoint you want to edit, and click (Properties).
  5. On the General Properties tab of the checkpoint properties, click (Link entity) next to Checkpoint.
  6. On the Checkpoints screen, checkpoints can be added, removed, and edited.

Show History

Pressing the Show History button opens the Checklist History grid, which shows the history of all the checklists that have been completed:

This grid has the following columns:

Column Description
Checked On The date on which the checklist item was completed.
Checked By The employee who completed the checklist item.
Sequence  The checklist items must be carried out in this sequence.
Point Code The point code for the checklist.
Description  The description of the checklist.
Value The value of the checklist (e.g., "Yes" or "No").

The grid row details are grouped by the employee who completed the checklist items (visible in the Checked By column in the grid) and the date and time when the checklist items were completed (visible in the Completed column).

When you are done viewing the history of the checklist, pressing the Hide History button returns to the main Checklist form.