Viewing and entering results of checklists for work orders

View a checklist for a work order activity to verify the progress or completion of the checklist. Alternately you may enter results for a checklist of a work order activity. To enter results for checklist items associated to the work order, the work order must have a status of Released.

To view and enter results of checklists for work orders:

  1. Open the Work Orders form.
  2. Select the work order for which to view checklists, and then click the Checklist tab.
  3. Activity-Trade—Select the work order activity-trade for which to view checklists.
  4. View the information.
  5. Enter results of the checklist based on the checklist item.

    • Select Completed if Type is Checklist Item.

      Select Yes or No if Type is Question.

      Enter Finding if Type is Qualitative.

      Enter Value if Type is Quantitative or Meter Reading.

      Enter Finding and Value if Type is Inspection.

      Notes—Enter any relevant notes for the checklist item results.

      Final Occ.—Select if the results entered represent the final occurrence of the specific checklist item. This only applies to repeating checklist items.

      Follow-up—Select for specific checklist items to later generate follow-up work orders for the checklist item.

      Click Create Follow-up WO to generate follow-up work orders for previously entered results, where Follow-up is selected.

  6. Click Submit.