Creating a Checklist

Context

You use this procedure to create a checklist.

Procedure

  1. Open the Assessment application.
  2. Select Checklists.
  3. Choose New.

    Create Assessment dialog box is displayed.

  4. Enter Description for the checklist.
  5. Select the type of checklist that you want to create in the Type field.
  6. Choose Save.

    The checklist object page appears.

  7. You can define the business partners for various roles in the Roles section. Choose Edit.
    Currently you can define business partners for the following roles:

    • Requestor

    • Moderator

    • Approver

    • Maintenance Engineer

    • Maintenance Planner

    • Reliability Engineer

    • Subject-Matter Expert

    • Operator

    • Maintenance Technician

  8. Choose Save.
  9. You can assign objects to checklist in the Assignments tab.
    1. You can assign or remove equipment to the checklist in the Start of the navigation pathAssignments Next navigation step EquipmentEnd of the navigation path section.
    2. You can assign or remove locations to the checklist in the Start of the navigation pathAssignments Next navigation step LocationsEnd of the navigation path section.
    3. You can assign or remove models to the checklist in the Start of the navigation pathAssignments Next navigation step ModelsEnd of the navigation path section.
    4. You can assign or remove systems to the checklist in the Start of the navigation pathAssignments Next navigation step SystemsEnd of the navigation path section.
  10. You can use the Checklist tab to fill in the checklist.

    You can view the number of objects assigned to the checklist. To view a list of equipment assigned to the checklist, choose the object icon like equipment. If there are a number of equipment assigned, select equipment from the list and choose Show Templates.

    You can then fill in the checklist.

    For each question, you can select the answer and also maintain the attribute and indicator values, if any. You can view the current value maintained for the attribute or indicator with respect to that object (like equipment, location).

  11. You can add, remove, or download documents assigned to the checklist using the Documents tab.
  12. To publish the checklist, choose Publish.