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The checklist itself can be accessed via the edit this button Image Added in the checklist overview. There are a range of sort and filter options here. The list will always show remaining checkpoints.


Image Added: If you press this, the check points are read back into the checklist. This is used, among other things, after you have run the 'Delete from all checklists' function in the mass update function for check points so that the check points are included in the checklist again.

You can switch between between ‘Remaining’ points and ‘Completed’ points points at the top of the screen.  In addition, you can also filter on point status: 'Due + Today', 'Due', 'Today' and 'Upcoming'.

Requires Action: If this is checked off, a message will be sent to the person assigned to the checklist when the point is saved or marked as executed. Note: If the checklist is set up with 'Measures --> WO' a work order will also be automatically created.

Comments field: Comments inserted here will accompany the message that is sent if Requires Action is checked off. 

Select file: Pictures, max 3 pcs, attached here will accompany the message that is sent if Requires Action is checked off. 

Save (checkpoint): If a checkpoint has not been executed for some reason and you have checked off Requires Action, a message will be sent, even though the checkpoint has not been marked as complete. Use this option if a particular checkpoint was not executed this time.  An item that is ticked for ‘Requires action', but which is not set to 'Completed’, will have a dark red mark, in addition to the message and action icon, in the checklist.

+HoursTime registrationDetailed time registration on/against a specific checkpoint. Hours registered for the checkpoint will be shown on the checkpoint detail. The hours registered will also be linked to the historical job for the checklist which is created when the checklist has been approved. 

+SJA: When a checklist is set up with a requirement for SJA, this button will appear. Click this to perform one or more SJA. Performed SJA's are added to the job history when the checklist is approved.

Completed: When a checkpoint has been executed, it is marked as complete via this button, it disappears from the list and is marked in blue. If you have set the wrong checkpoint to complete by mistake, you can switch view to completed checkpoints and return it to remaining with this dedicated button '<<'. 

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Approve: So that this version of the checklist can move into history and a new checklist can be generated, it is important to approve the checklist when all the checkpoints that were included have been marked as complete. Note: A For a checklist can be set up to have with automatic approval (after To Date). With this in mind, you can also remove the approval button for users via access management. Remember that if the approval button is removed for a user, all the checklists that have been assigned to this user must be set up to have automatic approval, to allow the checklists to be approved. , it will not be possible to approve the checklist manually.


Also note that a checklist is regenerated by registering a counter reading on the checklist, this means that any check points due in hours appear on the checklist immediately when you perform the checklist.