When a checklist is applied to a maintenance strategy, it becomes a requirement to close any orders generated by that maintenance strategy's intervals. You cannot mark the order as Finished until all the tasks in the checklist have been marked as complete.
Checklists are completed by marking their individual tasks as complete. This can be done either of two ways: by editing the order details or in the checklist section on the order details page.
Complete Checklists by Editing the Order Details
This method is preferred because it allows you to create follow-up orders in the event that a task in the checklist cannot be completed.
To Complete a Device Checklist by Editing the Order Details
1.On the order details page, click the Edit (
) icon in the Device order section.
2.Under device order, expand the [checklist name] checklist tab.
3.For each task (as indicated in the Name column), select the check box in the ok column if the task was completed or the Not o.k. column if the task was not completed.
4.Click Save and Close.
You can also change the status of the order to Finished at the same time as you complete the checklist. If you want to mark an order as Finished but cannot complete a task in the checklist, you can create a follow-up order for the task.
Complete Checklists for Installed Components
If the order is for a device with an installation structure and components for its installed components, you must complete these checklists when editing the order details.
To Complete Checklists for Installed Components
1.On the order details page, click the Edit () icon in the Device order section.
2.Expand the Components section.
3.Click the 
icon in the Checklists column for the component whose checklist you want to complete.
4.Expand the section by the name of the checklist and select the check box corresponding to the status of each item.
5.Click Save and Close.
If all items are marked ok, the status of the component's checklist updates accordingly.
Components Section in Edit Order Form
Repeat the procedure above for all components installed in the device's installation structure that have associated checklists.
Components Section in Edit Order Form
Refer to Maintenance Strategies for Assets with Installing Strucutres for more information.
Complete a Checklist Task in the Checklist Section of the Order Details Page
This procedure is an alternative to the one outlined above.
To Complete a Checklist Task in the Checklist Section of the Order Details Page
1.Expand the [checklist name] checklist section on the order details page.
2.Double-click the task you want to mark as complete, or select it and click the View Details () icon.
3.In the Position section, click the Edit () icon.
4.Select the ok check box.
5.Click Save and Close.
The checklist section on the order details page now indicates that the task is complete.
Completed Checklist Task on the Order Details Page
Complete a Checklist for a Building
You can complete a checklist applied directly to a building on the building details page.
To Complete a Checklist for a Building
1.Navigate to the building details page for the building that has an applied checklist you want to complete.
2.Expand the Checklists section and double-click the checklist you want to complete. Alternatively, select the checklist and click the View Details () icon.
3.In the Items section, click the Edit () icon.
4.For each task, enter all the required information and select the ok check box if the task has been completed.
5.When all the tasks have been completed, click Save and Close.
You can enter a date in the future (m/dd/yyyy) in the Reminder text box to cause the task to display in the Checklists section on the start page for the user indicated in the Person Responsible field on the building details.
Follow-up Orders
Follow-up orders are generated when a task in a checklist is unable to be completed. For more information, click here.
