Manage checklist actions

Use maintenance checklist actions for automatic creation of work orders

Introduction

A maintenance checklist action is a task that must be carried out when a certain condition is registered on a checklist line. This functionality makes it possible to automatically generate a related work order based on your selection on a maintenance checklist line.

Prerequisite

Setup for checklist actions is completed.

Audience
Maintenance Manager, Technician / Worker

Overview

Maintenance checklists include instructions for the maintenance worker on how to complete a maintenance job. A maintenance checklist contains one or more checklist lines.

Examples of checklist lines (tasks) on a maintenance checklist:

  • Carry out a visible inspection on an asset and add your notes
  • Register a measurement, for example, temperature or vibrations
  • Assess the current state on an asset by selecting a variable from a predefined list that matches your assessment

Refer to Microsoft documentation to learn more about the standard setup and use of maintenance checklists in Asset management.

We have added functionality that makes it possible to automatically generate a related work order based on your selection on a maintenance checklist line.

The purpose for this functionality is to provide an opportunity to quickly follow up on conditions registered on an asset, which require further maintenance or repair.

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Create maintenance checklist registrations

Maintenance workers create registrations on checklist lines as part of completing work order jobs on a work order. A work order may contain several work order jobs. Each work order job may include a checklist with one or more checklist lines to be processed.

  • If a maintenance worker makes a registration on a maintenance checklist line of type "Variable" on a work order job, and the selected variable has a related checklist action, a related work order will automatically be created from the registration.
  • If a maintenance worker makes a registration on a maintenance checklist line of type "Measurement" on a work order job, and the measurement registration is outside the minimum or maximum values set up on the measurement line, a related work order will automatically be created from the registration.

Refer to Microsoft documentation on how to work with maintenance checklists in Asset management.

Related work orders are created as child work orders to the work order they were generated from (see example in screenshot below).

  • Configuration of the work order ID on a child work order is set up in Asset management > Setup > Asset management parameters > Work orders link > Related work order mask field.
  • On a child work order, you see the parent relation in the Parent work order field.
  • Notes created by the maintenance worker on a checklist line are automatically transferred to the related work order job > Line details section > Description tab > Maintenance workers' remarks field.

Example: Two child work orders generated from WO-000088.
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