Adding checklists to tasks

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

To add checklists to tasks:

  1. Open the Tasks form.
  2. Select the task for which to add a checklist, and then click the Checklist tab.
  3. Click Add Checklist Item.
    The system automatically populates Checklist Item.
  4. Enter a description of the checklist item.
  5. Sequence—Enter the sequence in which the checklist item should be answered for the task.
  6. Type—Select the type for the checklist item, e.g., enter Quantitative, Inspection, or Meter Reading.
  7. Required Entry—Select if completion of the checklist item is required to close the associated work order.
  8. 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.
  9. Equipment Class—Enter the equipment class with which the checklist item is associated. The system automatically populates Equipment Class Org.
  10. Equipment Category—Enter the equipment category with which the checklist item is associated.
  11. UOM—Enter the unit of measure for the measurement. UOM is required for inspections, meter readings, and quantitative checklist items.
  12. Aspect—Enter the inspection aspect measured during an inspection. Aspect is required for inspection checklist items.
  13. Point Type—Enter the inspection point type. Point Type is required for inspection checklist items.
  14. Repeating Occurrences—Select to indicate the measurement recorded with this checklist item is recorded more than one time during the execution of the task.
  15. Task—Enter the task the system will assign to the follow-up work order activity.
  16. Material List—Enter the material list the system will assign to the follow-up work order activity.
  17. System Level—Enter the VMRS code identifying the system, e.g., brakes, frame, suspension, requiring the check (Code Key 18).
  18. Assembly Level—Enter the VMRS code identifying the subsystem needing repair (Code Key 32). The values available are based on the system-level code.
  19. Component Level—Enter the VMRS code identifying the specific component or part needing repair (Code Key 33). The values available are based on a combination of the system-level code and the assembly-level code. The system automatically populates VMRS Description.
  20. Component Location—Enter the location the check will be performed on the equipment.
  21. Condition—Enter the condition of the equipment required to perform the check.
  22. Findings—Enter the possible findings the user can select when entering results. This is necessary for qualitative and inspection checklist items.
  23. Click Submit.
    The system automatically populates Updated By and Date Updated.