The use of checklists provides a unique opportunity to organise all of the company’s preventive maintenance routines and controls in a way that is easier to follow than using the job register. Preventive maintenance routines mean all tasks of a routine nature such as:
Lubrication routines such as lubrication and oil changes
Control routines such as visual inspections and condition inspections
Measuring points that must be read regularly
Calibration of instruments, etc.
To make it easier to get started with checklists, it may be helpful to build up/define checkpoints and checkpoint information in Excel using the default import template. This helps to ensure that checkpoints have a uniform structure, and will save you time. When everything has been defined/set up in the Excel template, this can be imported via the import Studio.
A Checklist consists of checkpoints which are in turn linked to the assets. The checklist can consist of checkpoints from different assets in the asset structure.
List view of checklists with various sort, filter and search options, as well as the option to export to Excel.
Asset search field: Search for asset number and asset name. Provides checklists connected to the selected asset and subordinate assets. Check off for search performed in the selected structure only.
The editing mode for the checklist itself is accessed via this button.
The checklist is accessed via this button.
To access the checklist (head) in view mode click checklist number or the name. From her you can click this button 
to access the checkpoint that are connected to the specific checklist.
Status light bulbs for due checklist head:
Green light bulb: From Date before today’s date
Yellow light bulb: From Date = today’s date until To Date
Red light bulb: Day after To Date
Blue light bulb: The checklist is ready for approval: all the points have been marked as complete.
Note: How the above status lights are controlled is set up in ‘System settings’ 16.1.0 System Settings in the section ‘Due Status' (Checklist).
[A]: Indicates checklist that has been set up with automatic approval.
: Indicates checklist that has been set up with generate not completed checkpoints.
: Requires risk assessment.
Point status:
: Upcoming points
: Today’s points
: Overdue points
: Completed points
: Applies only to checklists set up with 'Generate not completed [ Checkpoints]'. Appears only if a date is entered in the From (date) field in the upper right corner of this screen. The number of ‘Not completed’ checkpoints from the From Date will be displayed here.
: Indicates the number of points with ‘Requires Action’. Note: Does not distinguish whether the points are set to Completed or only saved.