Adding checklists to task plans

Add a checklist to a task plan to track the completion of one step of the task plan instruction, or to collect qualitative and quantitative data for the task plan.

  1. Select Work > WO Planning > Task Plans.
  2. Select the task plan for which to add a checklist, and then click the Checklist tab.
  3. Click Add Checklist Item. Checklist Item is automatically populated.
  4. Enter a description of the checklist item.
  5. Specify this information:
    Sequence
    Specify the sequence in which the checklist item should be answered for the task plan.
    Type
    Select the type for the checklist item, e.g., enter Quantitative, Inspection, or Meter Reading.
    Required Entry
    Select if completion of the checklist item is required to close the associated work order.
    Equipment Level
    Select the equipment level. A checklist item can be attached to the work order header equipment, equipment, or the route or linear referenced equipment.
    Equipment Class
    Specify the equipment class with which the checklist item is associated. The system automatically populates Equipment Class Org.
    Equipment Category
    Specify the equipment category with which the checklist item is associated.
    UOM
    Specify the unit of measure for the measurement. UOM is required for inspections, meter readings, and quantitative checklist items.
    Aspect
    Specify the inspection aspect measured during an inspection. Aspect is required for inspection checklist items.
    Point Type
    Specify the inspection point type. Point Type is required for inspection checklist items.
    Repeating Occurrences
    Select to indicate the measurement recorded with this checklist item is recorded more than one time during the execution of the task.
    Follow-up Task Plan
    Specify the task plan the system will assign to the follow-up work order activity.
    Follow-up Job Plan
    Specify the job plan the system will assign to the follow-up job plan.
    Material List
    Specify the material list the system will assign to the follow-up work order activity.
    System Level
    Specify the EMRS code identifying the system requiring the check.
    Assembly Level
    Specify the EMRS code identifying the subsystem needing repair. The values available are based on the system-level code.
    Component Level
    Specify the EMRS code identifying the specific component or part needing repair. The values available are based on a combination of the system-level code and the assembly-level code. The system automatically populates EMRS Description.
    Component Location
    Specify the location the check will be performed on the equipment.
    Condition
    Specify the condition of the equipment required to perform the check.
    Findings
    Specify the possible findings the user can select when entering results. This is necessary for qualitative and inspection checklist items.
    Entity
    Specify the entity for which to enter codes on the checklist.
    Entity Class Options
    Specify the classes that should be used to filter the allowable entity codes.
  6. Click Submit. Updated By and Date Updated are automatically populated.