Adding checklists to job plans

Add a checklist to a job plan to track the completion of one step of the job instruction, or to collect qualitative and quantitative data for the job plan.

To add checklists to job plans:

Select Work > WO Planning > Job Plans.
Select the job plan for which to add checklists, and then click the Checklist tab.
Click Add Checklist Item. Checklist Item is automatically populated.
Enter a description of the checklist item.
Specify this information:

Sequence

Specify the sequence in which the checklist item should be answered for the job plan.

Type

Select the type for the checklist item, e.g., Quantitative, Inspection, or Meter Reading.

Required Entry

Select if the completion of the checklist item is required to close the associated work order.

Equipment Level

Select the equipment level. A checklist item can be attached to the work order header equipment, equipment, or the route or linear referenced equipment.

Equipment Class

Specify the equipment class with which the checklist item is associated. Equipment Class Org. is automatically populated.

Equipment Category

Specify the equipment category with which the checklist item is associated.

Out of Service

Select

UOM

Specify the unit of measure for the measurement. UOM is required for inspections, meter readings, and quantitative checklist items.

Aspect

Specify the inspection aspect measured during an inspection. Aspect is required for inspection checklist items.

Point Type

Specify the inspection point type. Point Type is required for inspection checklist items.

Follow-up Task Plan

Specify the task plan to be assigned to the follow-up work order activity.

Follow-up Job Plan

Specify the job plan to be assigned to the follow-up job plan.

Repeating Occurrences

Select to indicate the measurement recorded with this checklist item is recorded more than one time during the execution of the job.
Click Submit.