Mandatory Note

Improvements to mandatory notes in checklist lines

Introduction

Ensure that important information about assets is kept when workers execute work orders with checklists.

Notes on checklists can be set as mandatory which allows the worker to add any critical information as work is being carried out

Manage Mandatory Notes

It's possible to set a note as mandatory on a checklist line of the type "Variable", "Text" or "Measurement". This is applicable when creating a checklist from:

Job type default
Checklist template
Work order job
Checklist review

To set this up, navigate to:

Asset Management > Setup > Maintenance checklists > Maintenance checklist templates.
Choose a line of the type "Text", "Measurement" or "Variable".
In the line details set the Mandatory note to Yes.

When a user does not put in a note on a checklist line marked with Mandatory Note = Yes, then the system will show the error message: 'Field Note from maintenance worker is mandatory'.

Mandatory Note
Manage Mandatory Notes