Reviewing operator checklist results for equipment

Review and complete checklist results for equipment on this form without going to the Checklist tab of the Work Order form.

To review operator checklist results for equipment:

  1. Select Work > Additional Features > Operator Checklist > Review Operator Checklist.
  2. Specify this information:
    Status
    Select the status of the operator checklist you want to review.
    Performed By
    Specify the person who performed the checklist.
    Reviewed By
    Specify the person reviewing the checklist.
  3. 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.
  4. Click Actions, and then select Create Follow-up WO to generate follow-up work orders for all checklist items of the selected operator checklist record where Follow-up is selected and where Follow-up WO-Activity and Deferred Maintenance No. are not populated.
  5. Click Actions, and then select Create Deferred Maintenance to generate a deferred maintenance activities record for the organization of the selected operator checklist and the department of the equipment on the selected operator checklist.
  6. Optionally, you may add, edit, or view documents attached to task checklist items on the Checklist tab. Click Add/Edit Checklist Item Documents for a selected checklist item to add or edit associated documents.
  7. Click Save Record.