Review and complete checklist results for equipment on this form without going to the Checklist tab of the Work Order form.
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Select Work > Additional Features > Operator Checklist > Review Operator Checklist.
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Specify this information:
Status - Select the status of the operator checklist you want to review.
Performed By - Specify the person who performed the checklist.
Reviewed By - Specify the person reviewing the checklist.
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Enter results of the checklist based on the checklist item:
Completed
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Select the check box if Type is Checklist Item.
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Select Yes or No if Type is Question.
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Enter Finding if Type is Qualitative.
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Enter Value if Type is Quantitative or Meter Reading.
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Enter Finding and Value if Type is Inspection.
Notes - Specify any relevant notes for the checklist item results.
Final Occ. - Select the check box if the results entered represent the final occurrence of the specific checklist item. This only applies to repeating checklist items.
Follow-up - Select the check box for specific checklist items to later generate follow-up work orders for the checklist item.
Follow-up Group - Use this field to group checklist items selected for follow-up onto distinct work orders representing the same groups.
Defer Follow-up - Select this check box to create deferred maintenance records, regardless of whether the Create Follow-up WO button is selected.
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Click Actions, and then select Create Follow-up WO to generate follow-up work orders for all checklist items of the selected operator checklist record where Follow-up is selected and where Follow-up WO-Activity and Deferred Maintenance No. are not populated. For checklist items of the selected operator checklist record where Defer Follow-up is selected, a deferred maintenance record will be created.
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Click Actions, and then select Create Deferred Maintenance to generate a deferred maintenance activities record for the organization of the selected operator checklist and the department of the equipment on the selected operator checklist.
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Optionally, you may add, edit, or view documents attached to task checklist items on the Checklist tab. Click Add/Edit Checklist Item Documents for a selected checklist item to add or edit associated documents.
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Click Save Record.