Manipulate and Answer a Checklist

  • Open checklists are checklists that have not yet been executed, do not have answers, or haven't been finalized and closed.

    • Locate a Checklist

    On the main Checklists page, you are able to quickly jump to the desired checklist in two ways:

    1. Using the Filter function.
    2. Clicking on the Closed / Open / High / Medium buttons or as defined by your ADMIN.

    Step by Step — Filter to Locate a Checklist

    1. From the main Checklists page, click on the Filters button.
      • In this case there are 9 records
    2. Click on any of the carrots preceding an item, in this case by Cx Item Id.

    3. Click on an item from the drop down, in this case the HEX-0001.

    4. Double-click on the checklist to open.

     

    Click either the Clear Filters, Clear or Clear All buttons to remove filtering.


     

    The second way to quickly jump to a checklist from within the Checklists page is to click on any of the open / critical / high / low / medium / Assigned To Me / Assigned To My Team or otherwise defined buttons. Using this functionality might be important if you are seeking:

    • All the closed checklists, regardless of ID, Responsible Person, Location, or Category
    • All of the open checklists so you can begin to prioritize your work, or the work of others

    Notice once you click on any one of those buttons, the checklist records page is narrowed, in this case to eleven critical items.

    Navigate a Checklist

    Within a checklist, there are many options. Some functions are about editing the checklist, while others are about navigating to and from the checklist. In the table below, each aspect is described.

    Item Description
    1 Name of the Checklist by ID and Checklist Template name.
    2 Data from the checklist regarding the checklist including Status, Category, Responsible Team, Description, Location and Priority, Element  Id, Sub type, Priority and Creation, Modification & Resolution information.
    3 Depending on project configurations and/or your role, each button creates links or new records with links where you can add new Attachments, Comments, Cx Items, Elements, and/or Issues.
    4 A cascading drop-down, by category, of questions with room for question-specific responses.
    5 While project/role/workflow specific, additional pop-ups appear when each of the buttons is clicked. Updating a Status is the first option, Reassigning the Checklist Template option is the second and Editing the primary checklist field is the third option.
    6 This button returns you back to the previous window.
    7 When On, the External Mode expects to receive a scan of the checklist PDF with a QR code using the ADMIN module, taking the scan to complete the checklist.

    The below Checklist Issue image shows an extension of TBD under the Id field. This is because the Issue has not yet been published. Once published to the server, the TBD's will turn into a numerical reference point for the Id.

    Link Data to a Checklist

    Within a checklist, users are able to link data such as issues, attachments, and comments based on user permissions.

    Using the first Equipment Inspection checklist item, simply checking the YES button makes the green check box appear.

    Alternatively, selecting a NO response turns the item into a red X, and a new pop-up appears asking if you'd like to create a new issue.

    If you create an issue from a question (with prompt or by a manual link using issues buttons) the question's issue description will get the question auto populated for convenience.

    Link an Element

    To learn more about elements, see the Elements lesson.

    Add an Attachment

    To learn more about attachments, see the Attachments lesson.

    Add a Comment

    Comments are tied to a specific checklist item, in this case "Component Detail."

    Add or Link a Cx Item

    If the Link Existing CX item(s) button is selected, a new pop-up window appears showing all of the Cx Items, that in our case, can be tied to the ID CHK-TBD: E-001A-Motor Control Center.

    To learn more about Cx items, see the Cx Items lesson.

    As a configurable item, your project may not have Cx Items, or you may not have the permission to link to it.

    Step by Step — Link a Checklist to a Completions Tab

    1. From within a Cx Item, click the Checklists button, using our example.
      • While there may already be a checklist shown, you can also add other checklists to this Cx Item Id
    2. Click the Link Existing Checklist(s) button. Alternatively, "Open and Close a Checklist" as in a previous lesson.
    3. Select the desired checklist to link.
      • By holding down the CTRL key, you can select multiple checklists
    4. Click the Link Selected Checklist(s) button.
      • A pop-up appears asking if you want to link the identified Cx Item(s)
    5. Check either Yes or No to confirm the linkage.
      • If no, you will return to the same screen
      • If yes, the Checklist(s) are linked and will appear on the Checklists' pop-up and a circled numeral will appear next to the Checklists button

    If you add an attachment, comment or issue at the top right side of the page, it is automatically linked to the specific record.

    The following step by step outlines the process of linking an element to a checklist.

    Step by Step — Link an Element to a Checklist

    1. From the Checklists tab, double-click on the desired Checklist.
    2. Click on the Elements button.
    3. Click the Link Existing Element(s) button.

    1. In the resulting pop-up, select the desired Element Id(s).
    2. Click the Link Selected button.

    1. Click Yes to confirm the linkage(s).
    2. Click Pending Changes and then Publish.

     

    Add or Link an Inspection

    To learn more about inspections, see the Inspections lesson.

    Add or Link an Issue

    To learn more about issues, see the Issues lesson.