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. Select Work > Work Orders.
  2. Select the work order for which to view checklists, and then click the Checklist tab.
  3. Optionally, select the work order activity for the checklist item, or select Show All Records to display all of the work order activity records that are not flagged as deferred but that have an associated checklist.
  4. Optionally, select the specific job of the work order activity for the checklist item, or select Show All Records to display all of the job records for the work order activity that are not flagged as deferred but that have an associated checklist.
  5. Specify this information:
    Activity-Trade
    Select the work order activity-trade for which to view checklists.
  6. View the information.
  7. Enter results of the checklist based on the checklist item:
    Completed
    Select the check box 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
    Specify any relevant notes for the checklist item results.
    Final Occ.
    Select the check box if the results entered represent the final occurrence of the specific checklist item. This only applies to repeating checklist items.
    Follow-up
    Select the check box for specific checklist items to later generate follow-up work orders for the checklist item.
  8. Click Create Follow-up WO to generate follow-up work orders for previously entered results, where Follow-up is selected.
  9. Click Submit.