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What are Checklists?

Checklists are essentially a blueprint used to ensure technicians follow standardized procedures during maintenance tasks. They outline a specific set of questions or steps that need to be completed, promoting consistency and quality in maintenance work. ERPLite CMMS integrates a powerful checklist builder to create customized checklists for various needs.

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The Checklist Builder

checklists The checklist builder empowers you to design comprehensive checklists tailored to specific equipment types, procedures, or tasks. This functionality streamlines maintenance processes by: Improving Consistency: Checklists ensure technicians follow the same steps every time, reducing the risk of missed procedures or errors. Enhancing Data Collection: Capture valuable data through various question types, providing insights into the condition of your assets. Promoting Collaboration: Share standardized checklists across your team, fostering knowledge transfer and best practices. Creating a Checklist
  1. Navigate to the “Checklists” section.
  2. Click “Create New Checklist.”
  3. Provide a descriptive name for your checklist.
  4. Start building your checklist by adding questions.
  5. Field Types: Choose the most appropriate field type for each question from the following options:
  • Text: Allows technicians to enter free-form text responses.
  • Number: For capturing numerical data (e.g., measurements, readings).
  • Single Select: Presents a list of options for technicians to choose one answer.
  • Multi Select: Allows technicians to select multiple options from a list.
  • File: Enables technicians to upload relevant files (e.g., photos, reports).
  • Signature: Captures technician signatures for electronic sign-off.
  • Date/Time: Records the date and time when a step is completed.
  • Boolean: For Yes/No questions.
(Optional) Enable Scoring: Assign point values to each question. This allows you to calculate a total score for the completed checklist, providing a basic assessment of the task execution. (Optional) Set Question Priority: Prioritize specific questions to ensure technicians address critical steps first. Click “Save Checklist” to create your checklist. Attaching Checklists to Work Orders Once you’ve created a checklist, you can easily attach it to relevant work orders. This ensures technicians have the necessary instructions readily available while performing maintenance tasks.