Add a checklist to a task plan to track the completion of one step of the task plan instruction, or to collect qualitative and quantitative data for the task plan.
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Select Work > WO Planning > Task Plans.
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Select the task plan for which to add a checklist, and then click the Checklist tab.
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Click Add Checklist Item. Checklist Item is automatically populated.
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Enter a description of the checklist item.
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Specify this information:
Sequence - Specify the sequence in which the checklist item should be answered for the task plan.
Type - Select the type for the checklist item, e.g., enter Quantitative, Inspection, or Meter Reading.
Required Entry - Select if completion of the checklist item is required to close the associated work order.
Equipment Level - Select the equipment level. A checklist item can be attached to the work order header equipment, equipment, or the route or linear referenced equipment.
Equipment Class - Specify the equipment class with which the checklist item is associated. The system automatically populates Equipment Class Org.
Equipment Category - Specify the equipment category with which the checklist item is associated.
UOM - Specify the unit of measure for the measurement. UOM is required for inspections, meter readings, and quantitative checklist items.
Aspect - Specify the inspection aspect measured during an inspection. Aspect is required for inspection checklist items.
Point Type - Specify the inspection point type. Point Type is required for inspection checklist items.
Repeating Occurrences - Select to indicate the measurement recorded with this checklist item is recorded more than one time during the execution of the task.
Follow-up Task Plan - Specify the task plan the system will assign to the follow-up work order activity.
Follow-up Job Plan - Specify the job plan the system will assign to the follow-up job plan.
Material List - Specify the material list the system will assign to the follow-up work order activity.
System Level - Specify the EMRS code identifying the system requiring the check.
Assembly Level - Specify the EMRS code identifying the subsystem needing repair. The values available are based on the system-level code.
Component Level - Specify the EMRS code identifying the specific component or part needing repair. The values available are based on a combination of the system-level code and the assembly-level code. The system automatically populates EMRS Description.
Component Location - Specify the location the check will be performed on the equipment.
Condition - Specify the condition of the equipment required to perform the check.
Findings - Specify the possible findings the user can select when entering results. This is necessary for qualitative and inspection checklist items.
Entity - Specify the entity for which to enter codes on the checklist.
Entity Class Options - Specify the classes that should be used to filter the allowable entity codes.
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Click Submit. Updated By and Date Updated are automatically populated.