Administration
Checklist library
Reusable inspection steps by work and asset type, with change history.
One place to define what "inspected" means. Items are mapped to a work type and an asset type, and every work order and health check of that combination is populated from the library automatically — so improving a checklist improves every future job at once.
What it does
- Checklist items mapped to a work type and asset type pair
- Active and inactive item states so retired steps stay auditable
- Bulk import of checklist items with a downloadable template
- Ad-hoc check items — reusable one-off steps attached to individual work orders
- Full audit history of every add, edit and removal, with actor and timestamp
- Automatic population of new work orders from the matching template set
Worth knowing
How to work it
The step-by-step procedure for checklist library lives in the guide, written as an ordered walkthrough rather than a feature list.
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