When creating a new checkpoint, it may be a good idea to search for or be in the asset to which the checkpoint will be linked, which saves you looking up the asset in the checkpoint card.
Shutdown required: Used when shutdown is required in order to execute the checkpoint. Filter options are available.
Critical point: If critical point is checked off (point that requires special attention), this is indicated with a red exclamation mark in the checklist. Filter options are available in the checklist and in the history.
No.: This number will be generated automatically when the desired asset has been selected. By default, the asset number suggested includes the next available number (from 01 to 99) including a full stop as a separator.
Name: Descriptive name of/for the checkpoint.
Asset: The asset to which the checkpoint is connected.
Type: You can select between Control, Measuring, Lubrication and Calibration.
Control: Shows a single control point.
Measuring: Used to register readings with specific devices. Lower and upper alarm limits can be inserted, as well as a trend limit (+-% of the previous reading). Measurements can subsequently generate a graph. This type is also used if you want a checkpoint to read e.g. hour readings on an asset. If so, select ‘Hours’ in the field ‘Meter [Asset]’. A message will automatically be sent to the person responsible for the checkround for value outside the limit values, if this is activated in the system settings.
Lubrication: Used for lubrication points, showing fields to look up/link e.g. lubricant/oil (from the article register). When performing lubrication checkpoints, also provides the option of indicating consumption volume, automatically drawing from inventory when the checklist is approved. This is provided that the selected unit (e.g. litre) on the checkpoint is the same as the unit on the selected article’s article card.
Calibration: If this is selected, lower and upper alarm limits can also be indicated, and also provides fields for indicating ‘Read’ and ‘Calibrated’ values when the checkpoint is performed. (Alarm limits apply to 'Calibrated' value). A message will automatically be sent to the person responsible for the round if the value is outside the limit values.
Category: Checkpoint category. Useful for filtering/performing the checkpoints. Categories are created via the menu ‘System’ → ‘Work Orders/Checklists’ → ‘Checkpoint Category’.
Profession: The checkpoint’s profession. Useful for filtering/performing the checkpoints.
Work description: Predefined description of the work that is to be performed can be obtained here.
Checklist: The checklist to which the checkpoint is to be linked or be included on.
From/To: From/To date or e.g. From To hours. The checkpoint changes from green to yellow light bulb when From is reached, and changes from yellow to red light bulb after To.
Frequency: How often the checkpoints are to be performed, number of days or e.g. by hour.
Fixed frequency: Will use From Date to calculate next due date.
Date / Weekdays: If Weekdays is selected, the due date can be managed with respect to recurring jobs due on one or more specified weekday(s), etc.
Previously Executed: For info, date of the last time the checkpoint was performed can be inserted here.
Estimated Working Hours: Estimated working hours it will take to perform the checkpoint.
Quantity: E.g. number that indicates the number of lubrication nipples involved in the checkpoint/lubrication point.
Utilities: Info about e.g. special tools that must be used.
Description: Detailed description of what must be done.
Picture: 3 pcs. pictures can be linked/connected, e.g. to show what must be lubricated or inspected. Note: In edit mode and view mode for the checkpoint, documents can also be linked to the checkpoint.
Note that via the mobile layout the pictures can also be uploaded/connected. This will make the job easier.