In EAM-BC, you can create Round Plans and Round Orders for regular inspections of two or more Assets at a time.
In Safe Work, you can also work with Checklists on Round Plans and Round Orders, as part of your safety inspections.
You have completed setup for
- Work Orders
- Work Order Checklists
in EAM-BC for Business Central.
In EAM-BC you can work with Rounds to plan and carry out the same job on multiple Assets in one Round Order. In the Safe Work module, we have extended this functionality to allow you to add Checklists to your Inspection Rounds.
Work Order Checklists are available in EAM-BC where you can add "Before Work" and "After Work" Checklists to a Work Order Plan and a related Work Order. The same approach is used for Inspection Rounds. We use functionality from Rounds to create and mange Round Plans and related Round Orders, and we use functionaliy from Work Order Checklists to create and manage Checklists on Round Orders used for inspection.
A Checklist contains a list of tasks (lines) to be completed in sequential order before, during, or after the inspection job described in the Round Order. You can add three checklists to a Round Order:
Working with Inspection Rounds and Checklists includes
In order to add Checklists to a Round Plan, which are transferred to the related Round Order, a specific setup on the Work Order Category used on the Round Plan is required.
Refer to the article Work Order Categories to learn how to set up a Category Type on a Work Order Category that you want to use for Inspection Rounds.
When you create a Checklist for an Inspection Round, you select a Category Code on the Checklist. A Checklist Category has a Type. The Type selected on a Checklist Category used for Inspection Round Checklists must be "Inspection Checklist".
Refer to the article Create Checklist Categories to learn how to set up Categories to be used for Inspection Round Checklists.
When planning Work Orders that use checklists, the same Work Checklist is often used on many Work Orders & Work Order Plans. To make that easier for Maintenance Planners, it is possible to specify default Checklists at the Work Order Category level. It is possible to assign Checklists for the Work Order Category for both non-inspection categories and inspection categories. These Checklists are reused on Work Orders as well as Work Order Plans.
Checklists are created in the Dynaway Forms module. The way you create and release a Checklist for a Round Order is similar to when you create and release it for a Work Order. The only difference is that for a Round Order Checklist, you select a Category Code created for Inspection Checklists.
Refer to the article Create and Release a Checklist, describing these steps for Work Order Checklists. Note that in step 5 in the related test case, you must select a Category Code of type "Inspection Checklist".
When you have created the Checklists you want to use for an Inspection Round, next step is to create the Round Plan that the Inspection Round Order will be created from.
Refer to the article Create a Round Plan to learn more.
When you create a Round Plan and select a Category Code on the Round Plan, which is set up to be used for inspection (described in the article Set Up Work Order Categories above), an Inspection section is added on the General FastTab on the Round Plan. In that section, add one or more Checklists, as you require, to be done
When you have created a Round Plan, including added Checklists required for the Inspection Round, next steps include
Generally, when you work with planning Round Orders (or Work Orders), you want to have an overview of the availability of resources and items required for your maintenance and inspection jobs. Refer to the following articles for information on how to
When you have created a Round Order with Checkslists from a Round Plan, next step is for the Technician to complete the work on the Inspection Round Order, which includes the following tasks:
Overview of Checklists used on Round Orders and Work Orders:
|Before Round||Before Work||Checklist to be filled out before work starts on a Round Order or Work Order.|
|After Round||After Work||Checklist to be filled out after work is completed on a Round Order or Work Order.|
|Each Round Step||-||
This Checklist is only available on a Round Order. Each Checklist line must be done for all Assets included in the Round Order.
As mentioned in the article Work on a Round Order above, Checklists for Round Orders and Work Orders work in a similar way, only the names of the Checklists differ.
Refer to the article Inspect a Checklist to learn how to inspect answers on your Before Round, After Round, Each Round Step Checklists.
When all work is completed on a Round Order and consumption registrations have been added, next step is to Post and Close the Round Order.
When you have posted and closed a Round Order, you can get an overview of Posted Round Orders.
Also, you can create an Assets on Posted Round Orders Report to get an overview of Assets with status 'Done' or 'Skipped' on completed Round Orders.