Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

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 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. 


Image AddedThe editing mode for the checklist itself is accessed via this button.

Image Added 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 Image Added 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. 

...

: Indicates checklist that has been set up with generate not completed checkpoints.

Image Added: Requires risk assessment.


Point status: 

: Upcoming points 

Image Modified: Today’s points 

...