Possibility to add checklists to maintenance tasks

DBC-3027

You can use checklists on maintenance tasks.

To use form template as a checklist in the maintenance task - this form template must have a category specified as a Maintenance Task Checklist. Only these templates are visible and available in maintenance tasks.

Checklists on the Maintenance Task Plan

On the plan you can assign checklists to the header as:

• Before Work
• During Work
• After Work

You can also add checklists to the specific step on the plan - by default this field is hidden.

All checklist templates specified on the maintenance task plan will be added as a form on the maintenance task created from this plan.

Creating Maintenance Task without a plan

When you are creating a maintenance task from the maintenance task creator - you can assign checklist to the specific step. By default this field is hidden.

You can also add checklists to the header by using the Checklists action.

Checklists on the Maintenance Task

On the maintenance task you can fill in all added checklists.

You can also add missing checklists or inspect all checklists on the document.

Checklists are controlling proceeding the document. For example the document can not be closed or started if some checklists are not done yet.

Checklists on the Posted Maintenance Task

When the maintenance task is posted you can inspect all checklists that were filled in during the execution of the maintenance task.

The same can be done on the step line - the dedicated field is hidden by default.

You can also open all completed checklists for the document, by using the Checklists action in the History.