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.
Setup for checklist actions is completed.
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:
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.
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.
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).