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Checklist Response

Warren Hamilton
Warren Hamilton
  • Updated

Facilities & Maintenance/ Introduction

The Checklist Response enables users to create response sets that can be used by checklists (a schedule which lays out the tasks to be carried out). Response types can include "Yes/No, Agree/Disagree, Correct/Incorrect" and other formats.

Requirements

  1. Existing Business Entity.
  2. Existing Customer Account.
  3. Existing Location Type.

Step Process

  1. From the homepage, go to module menu option.
  2. Navigate to "Asset & Maintenance > Asset > Equipment Type".
  3. The default equipment types are pre-set in the system. To create a new equipment type to be used, click on ”Create New”.
  4. Enter a checklist name and click "+Add" to save a new value for the checklist response.
  5. Choose the display order, add a name for the response and the score. Select from a range of optional responses and click "Update"
  6. The checklist should become visible in the dashboard unless approval is required. 
  7. Click “Save” when done.

Notes

  1. If the user selects 'no' under the 'physical equipment' heading, the system will place the item under the grouping category. For example, Air-Conditioning and Mechanical Ventilation (ACMV) are classified as a 'no' category physical equipment. When creating a new type of equipment, the new equipment will be created to belong under ACMV by default. As such, it will ease the selection during the Work order module or any documents requiring equipment selection.

Next Steps

Related Articles

  1. Equipment Type
  2. Equipment Decommission

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