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Adding a Checklist per Asset

Adding a Checklist per Asset

Owned by Lamont Eddins
Last updated: yesterday at 5:20 pm

When creating or modifying a checklist, there is the ability to connect the checklist to an asset or assets associated on a work order. Whether a single asset on a repair work order for a Standard Checklist or multiple assets on a Planned Maintenance Checklist work order, the checklist can be used so that an individual asset receives its own question(s) to be answered during the check-in and/or check-out process. By implementing a Checklist per Asset, this allows for assets to receive additional attention, ensuring the work performed by the technician is accurate, and minimizing potential mistakes and missteps.

Associating Assets and Asset Types

When a specific trade(s) is selected for the checklist, the asset type drop-down presents a list of asset types that are connected to that trade. You may select a specific asset type or all asset types when choosing.


⦿ How to Create a Standard Checklist per Asset with Segments
  1. Click +Add New Checklist to open New Checklist page
  2. Type-in the new Checklist a Name
  3. Keep Checklist Type as Standard Checklist
  4. Click the Checkbox to display Checklist per Asset
  5. (When the Checklist for Locations feature turned on) Click Choose Locations and check the locations for which the Checklist should be applied. 

  6. Select the Trade and Category to which the Checklist should be applied

    To select multiple Trades and Categories, Use Control+click (PC) or Command+click (Mac). 

  7. Click the Next button to Check-in Segment
  8. Optional: Click the Add A Question Link to start adding question(s)
  9. Use the Drop-down arrow to select Asset Type(s)
  10. Optional: Use the drop-down to select one of the following question type:
    1. Acknowledgement - Functions more like an on/off toggle, it allows technicians to answer by turning the toggle on to answer "yes" or turning it back off to answer "no.
      1. Optional: Select View URL to add website to Checklist
      2. Optional: Add URL into textbox
    2. Selector - Allows you to create written single or multiple choice(s) for a technician to select
      1. Choose Multi-Select to allow multiple answers

      2. Deselect Multi-Select to allow only one answer

        User Input Response Checklist is available when you want an explanation to go along with the selected answer. This requires the technician to provide more details. 

    3. Text Entry - Allows a technician to enter text to answer the question
    4. Numerical - Allows a technician to enter numbers in the field when configuring count questions
  11. Optional: Select whether you want the question to be Answered Required and/or Answer Persistent by clicking the Checkbox next to the name
  12. Optional: Select Failure State for the question
    1. Acknowledgment - When turned on by clicking the toggle, if the response is "No" on the question, the results end in failure
    2. Selector - Click the Checkbox to enable Failure State. If the user is chooses a specific selector option on the Checklist, the results end in failure
    3. Numerical - If the number added on the Checklist does not meet the value or either over, under, or in-between, the results end in failure
  13. Optional: Under Upload Picture
    1. Select Yes, required - technician is required to upload an image to the Checklist
    2. Select Yes, optional - technician is giving the option to upload an image to the Checklist
    3. Select No - Disallowing uploading of photos 
  14. Optional: Click the Add A Question link to create another Check-In Segment and repeat steps 8 thru 11
  15. Click the Next button to Check-out Segment
  16. Optional: Use the drop-down to select one of the following question type:
    1. Acknowledgement - Functions more like an on/off toggle, it allows technicians to answer by turning the toggle on to answer "yes" or turning it back off to answer "no.
      1. Optional: Select View URL to add website to Checklist
      2. Optional: Add URL into textbox
    2. Selector - Allows you to create written single or multiple choice(s) for a technician to select
      1. Choose Multi-Select to allow multiple answers

      2. Deselect Multi-Select to allow only one answer

        User Input Response Checklist is available when you want an explanation to go along with the selected answer. This requires the technician to provide more details.

    3. Text Entry - Allows a technician to enter text to answer the question
    4. Numerical - Allows a technician to enter numbers in the field when configuring count questions
  17. Optional: Select whether you want the question to be Answered Required and/or Answer Persistent by clicking the Checkbox next to the name
  18. Optional: Select Failure State for the question
    1. Acknowledgment - When turned on by clicking the toggle, if the response is "No" on the question, the results end in failure
    2. Selector - Click the Checkbox to enable Failure State. If the user is chooses a specific selector option on the Checklist, the results end in failure
    3. Numerical - If the number added on the Checklist does not meet the value or either over, under, or in-between, the results end in failure
  19. Optional: Under Upload Picture
    1. Select Yes, required - technician is required to upload an image to the Checklist
    2. Select Yes, optional - technician is giving the option to upload an image to the Checklist
    3. Select No - Disallowing uploading of photos 
  20. Optional: Click the Add A Question link to create another Check-Out Segment and repeat steps 14 thru 17
  21. Click the Save button to add the new Checklist to the Checklist View


Checklist attached to assets are still on unique category, location, and trade.

There is no maximum amount of assets that can be associated with a checklist.

⦿ How to Create a Planned Maintenance Checklist per Asset with Segments
  1. Click +Add New Checklist to open New Checklist page
  2. Type-in the new Checklist a Name
  3. Use the Drop-down arrow to select Planned Maintenance Frequency
  4. Click the Checkbox to display Checklist per Asset 
  5. Click the Next button to Check-in Segment
  6. Optional: Click the Add A Question Link to start adding question(s)
  7. Use the Drop-down arrow to select Asset Type(s)
  8. Optional: Use the drop-down to select one of the following question type:
    1. Acknowledgement - Functions more like an on/off toggle, it allows technicians to answer by turning the toggle on to answer "yes" or turning it back off to answer "no.
      1. Optional: Select View URL to add website to Checklist
      2. Optional: Add URL into textbox
    2. Selector - Allows you to create written single or multiple choice(s) for a technician to select
      1. Choose Multi-Select to allow multiple answers

      2. Deselect Multi-Select to allow only one answer

        User Input Response Checklist is available when you want an explanation to go along with the selected answer. This requires the technician to provide more details.

    3. Text Entry - Allows a technician to enter text to answer the question
    4. Numerical - Allows a technician to enter numbers in the field when configuring count questions
  9. Optional: Select whether you want the question to be Answered Required and/or Answer Persistent by clicking the Checkbox next to the name
  10. Optional: Select Failure State for the question
    1. Acknowledgment - When turned on by clicking the toggle, if the response is "No" on the question, the results end in failure
    2. Selector - Click the Checkbox to enable Failure State. If the user is chooses a specific selector option on the Checklist, the results end in failure
    3. Numerical - If the number added on the Checklist does not meet the value or either over, under, or in-between, the results end in failure
  11. Optional: Under Upload Picture
    1. Select Yes, required - technician is required to upload an image to the Checklist
    2. Select Yes, optional - technician is giving the option to upload an image to the Checklist
    3. Select No - Disallowing uploading of photos 
  12. Optional: Click the Add A Question link to create another Check-In Segment and repeat steps 8 thru 11
  13. Click the Next button to Check-Out Segment 
  14. Optional: Click the Add a Question link to start adding question(s)
  15. Optional: Use the drop-down to select one of the following question type:
    1. Acknowledgement - Functions more like an on/off toggle, it allows technicians to answer by turning the toggle on to answer "yes" or turning it back off to answer "no.
      1. Optional: Select View URL to add website to Checklist
      2. Optional: Add URL into textbox
    2. Selector - Allows you to create written single or multiple choice(s) for a technician to select
      1. Choose Multi-Select to allow multiple answers

      2. Deselect Multi-Select to allow only one answer

        User Input Response Checklist is available when you want an explanation to go along with the selected answer. This requires the technician to provide more details.

    3. Text Entry - Allows a technician to enter text to answer the question
    4. Numerical - Allows a technician to enter numbers in the field when configuring count questions
  16. Optional: Select whether you want the question to be Answered Required and/or Answer Persistent by clicking the Checkbox next to the name
  17. Optional: Select Failure State for the question
    1. Acknowledgment - When turned on by clicking the toggle, if the response is "No" on the question, the results end in failure
    2. Selector - Click the Checkbox to enable Failure State. If the user is chooses a specific selector option on the Checklist, the results end in failure
    3. Numerical - If the number added on the Checklist does not meet the value or either over, under, or in-between, the results end in failure
  18. Optional: Under Upload Picture
    1. Select Yes, required - technician is required to upload an image to the Checklist
    2. Select Yes, optional - technician is giving the option to upload an image to the Checklist
    3. Select No - Disallowing uploading of photos 
  19. Optional: Click the Add A Question link to create another Check-Out Segment repeat steps 15 thru 18
  20. Click the Save button to add the new checklist to the Checklist View

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