Checklist Actions

Overview

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

Examples of checklist lines (tasks) on a checklist:

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

Refer to our standard EAM documentation to learn more about the setup and use of checklists in Enterprise asset management.

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

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

Setup

License Configuration

The Checklist actions functionality in Enterprise asset management requires specific setup regarding license configuration.

1. Select System administration > Setup > License configuration.
2. Select Dynaway Advanced EAM.
3. Ensure that the Checklist actions check box is selected.

Security Configuration

In D365FO, the EAM Maintenance manager role must include the following setup.

1. Select System administration > Security > Security configuration.
2. Select role: EAM Maintenance manager.
3. Select duty: Maintain Enterprise Asset Management setup.
4. The privilege Maintain checklist setup must be added.

Refer to Microsoft documentation to learn more about security configuration in D365FO: Security architecture.

Set up Checklist Actions

A checklist action is a task that must be carried out when a certain condition is registered on a checklist line. The checklist line registration triggers automatic creation of a new work order or request.

Checklist actions can be used on two checklist types: 'Variable' and 'Measurement'.

Refer to our standard EAM documentation, explaining how to add a checklist line to a work order line, to learn more about available checklist types.

1. Select Enterprise asset management > Setup > Checklists > Checklist actions.
2. Choose either the 'Work order' or 'Request' tab depending on which element you want to set up a checklist action for.
3. Select New.
4. In the Checklist action field, enter a name explaining what needs to be done if this action is triggered. Examples: 'Refill oil', 'Change meter', 'Replace bolts'.
5. The Active check box is automatically selected. Only active checklist actions are available for checklist line registrations.
6. Select the Job type the checklist action applies to.
   1. In order to trigger the creation of a related work order or request, the job type selected in this field must match the job type used on the object that a checklist line registration is created for.
7. Fill out the Variant and Trade fields, if required.
8. For work orders, the Work order type field is automatically filled out, based on the selection in the Enterprise asset management > Setup > Enterprise asset management parameters > Work orders > Preventive work order type field. You can select another work order type, if required.
9. For requests, the Request type field is automatically filled out, based on the selection in the Enterprise asset management > Setup > Enterprise asset management parameters > Objects > Default request type field. You can select another request type, if required.
10. The Priority field is automatically filled out. You can select another priority, if required.
11. Select Save.

If you want to edit or delete a checklist action, consider the following:

• If you set a checklist action to be 'Inactive', a warning message is shown if that checklist action is used on a checklist template line, a checklist variable, or a work order line checklist line.
• You cannot delete a checklist action if it is used on checklist template lines, checklist variables, or work order line checklist lines.
• You cannot delete a Job type, Job type variant, Trade, Work order type, Request type or Priority if it is used on a checklist action.

In the standard checklists setup, note that:

• Copying Job type setup checklists includes copying the setup for checklist actions.
• Copying Checklists includes copying the setup for checklist actions.

Refer to our standard EAM documentation for information on how to copy checklists: Job groups, job types, variants, and trades > Create job type setup lines section.

Example of checklist actions set up for work orders.

Example of checklist actions set up for requests.

Set up Checklist Actions on Checklist Type Variables

You can set up checklist actions for checklist lines of type 'Variable'.

1. Refer to our standard EAM documentation to learn how to create a checklist variable in Enterprise asset management.
2. In the Checklist variables form, select the variable you want to set up checklist actions for.
3. Select the line you want to set up a checklist action for.
4. In the Checklist action field, select the checklist action (work order or request) in the drop-down list to be created automatically when processing a work order checklist line with this checklist variable.

Set up Checklist Actions on Checklist Type Measurement

You can set up checklist actions for checklist lines of type 'Measurement'.

1. Refer to our standard EAM documentation to learn more about measurement checklists in Enterprise asset management.
2. In the Checklist variables form, select the variable you want to set up checklist actions for.
3. Select the line you want to set up a checklist action for.
4. Fill in the fields 'Below min value checklist action' and/or 'Above max value checklist action' in the 'Work order checklist' page. If a worker makes a registration on a checklist line of the type 'Measurement' on a work order line, and the measurement registration is outside the minimum or maximum values set up on the measurement line, a related checklist action element (work order or request) will automatically be created from the registration.

Trigger Checklist Actions through Update of Work Order Stage

Work order stages define the stages that a work order can go through. A setup on the Work order stage determines when, in the processing of a work order, a related work order or request should be created if checklist registrations trigger checklist actions.

In the Work order stages form, you must select which work order stage should be used.

1. Refer to our standard EAM documentation to learn how to set up work order stages in Enterprise asset management.
2. In the Work order stages form, select the work order stage that should trigger related work orders or requests, based on checklist registrations (for example the stage 'Completed').
3. Check the parameter 'Process checklist' on the work order stage.

A related work order created by checklist actions become child work orders to the work order they were generated from.

The 'Process checklist' field on a work order stage.

Manage Checklist Actions

Create Checklist Registrations on Work Orders

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

Checklist actions can be used on two checklist types: 'Variable' and 'Measurement'.

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

Refer to our standard EAM documentation on how to work with checklists in Enterprise asset management.

Related work orders are created as child work orders to the work order they were generated from.

• Configuration of the work order ID on a child work order is set up in Enterprise asset management > Setup > Enterprise 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 worker on a checklist line are automatically transferred to the related work order line > Line details section > Description tab > Workers' remarks field.

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