Add a checklist to a job plan to track the completion of one step of the job instruction, or to collect qualitative and quantitative data for the job plan.
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Select Work > WO Planning > Job Plans.
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Select the job plan for which to add checklists, 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 job plan.
Type - Select the type for the checklist item, e.g., Checklist Item, Question (Yes/No), Qualitative, Quantitative, Meter Reading, Inspection, and OK/Repair Needed.
Required Entry - Select if the 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. Equipment Class Org. is automatically populated.
Equipment Category - Specify the equipment category with which the checklist item is associated.
Out of Service - Select
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.
Follow-up Task Plan - Specify the task plan to be assigned to the follow-up work order activity.
Follow-up Job Plan - Specify the job plan to be assigned to the follow-up job plan.
Repeating Occurrences - Select to indicate the measurement recorded with this checklist item is recorded more than one time during the execution of the job.
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Click Submit.