After you have created a global checklist, you can apply it to versions (for example, a device version). A checklist must be applied to a version in order for it to be used in a maintenance strategy that generates orders for that version.

In VertiGIS FM Buildings, you can apply a checklist to a building construction or buildings. The checklist must be completed in order to close any orders associated with the building construction or building.

Apply Global Checklist to Versions

Global checklists are applied to a version on the global checklists page, which can be accessed from any page in VertiGIS FM by clicking Administration > Master Data > Checklists > Maintenance.

To Apply a Global Checklist to a Version

1.In the Checklists of Orders section, double-click the checklist you want to assign to versions.

2.On the checklist details page, expand the Types section and click the Further Process () icon.

3.Under Types, click the Add () icon.

4.In the Selection: Type dialog, select the version you want to apply the checklist to, and then click Apply. You can select a version from either the Device and Systems Structure or the Component Structure.

5.Click Save and Close.

The version the checklist was applied to can now be seen in the Types section on the global checklist details page.

Applied Versions on the Global Version Details Page

You can also see the global checklist in the Checklists section on the version details page for the version to which you applied it.

Apply Checklists to a Maintenance Strategy

Orders can have checklists applied. When this is the case, all tasks in the checklist must be marked as complete in order for the order to be closed.

A checklist is associated with an order through the maintenance strategy that generates the order. This means that an order details page will include a checklist section if the order was generated by a maintenance strategy that has a checklist applied to it. Before you can apply a checklist to a maintenance strategy, you must have created a checklist on the version details page for the version containing the maintenance strategy, or applied a global checklist to the version.

How you apply a checklist to a maintenance strategy depends on the kind of intervals associated with the maintenance strategy.

Refer to Interval Types for information about the interval types below.

Time-based

When you add a time-based interval to a maintenance strategy, a Checklist Definitions section then appears on the maintenance strategy details page.

Checklist Definitions Section on Maintenance Strategy Details Page for Strategy with a Time-based Interval

When the interval has been added, you can apply a checklist to it. To apply a checklist, click the Further Process () icon in the Checklist Definitions section and select from any of the checklists that have been applied to the version.

Selecting a Checklist That Has Been Applied to the Maintenance Strategy's Version

When you have selected a checklist, click Save and Close to assign it to the maintenance strategy.

Checklist Added to a Maintenance Strategy with a Time-based Interval

All tasks in the checklist must now be checked in order to close orders generated by this maintenance strategy.

Only time-based intervals can be used for assets managed outside of VertiGIS FM Maintenance. Meter- and measurement-based intervals are only available for customers managing devices and components in VertiGIS FM Maintenance.

Meter- or Measurement-based

When you create a meter- or measurement-based interval for a maintenance strategy, the Checklist Definitions section appears on the interval page. To view it, you must double-click the interval on the maintenance strategy details page.

On the page for the meter- or measurement-based interval, you can then assign any checklists associated with the version by clicking the Further Process () icon in the Checklists Definition section.

Checklist Definitions Section on Interval Details Page

Apply Checklists to a Building Construction

After you've created a new global checklist, you can apply it to building constructions. You can do this on the checklist administration page, which is accessed by clicking Administration > Master Data > Checklists > Building management, or on the building construction details page.

To Apply Checklists to a Building Construction (Checklist Administration Page)

1.In the Checklists of Orders section, double-click the checklist you want to apply to a building construciton.

2.Expand the Building constructions section and click the Additional Editing () icon.

3.Under Building constructions, click the Add () icon.

4.In the Selection: Type dialog that opens, select the building construction group to which you want to apply the checklist and click Apply.

5.Under Building Constructions, click the Add () icon.

6.Click Save and Close.

The building construction group to which you applied the checklist is now shown in the Building Constructions section on the checklist details page.

Building Constructions to which the Checklist Has Been Applied

The Checklists section on the details page for the building construction group also displays the checklist you applied to the group.

Building Construction Details Page Showing Applied

Apply Checklists to a Building Construction (Building Construction Details Page)

1.Navigate to the details page for the building construction group to which you want to apply a global checklist.

2.In the Checklists section, click the Allocate global checklists () icon.

3.Under Global Checklist, click the Add () icon.

4.Select a global checklist and click Apply.

5.Click Save and Close.

Apply a Checklist to a Building

Checklists in the Checklists section on the building checklist administration page can be applied directly to a building. Checklists in the Checklists of Orders section cannot be selected. You can only complete a checklist applied to a building once.

To Apply a Checklist to a Building

1.Navigate to the building details page for the building to which you want to apply a checklist.

2.Expand the Checklist section and click the Further process () icon.

3.Click Checklists and then click the Add () icon.

4.Select a checklist and then click Apply.

5.Click Save and Close.