This topic outlines how users can complete checklists that administrators have created and applied to maintenance strategies, inspection strategies, or assets.

Generally, users can complete order checklists when they edit an order or inspection associated with the checklist and asset checklists when they double-click it in the Checklists section on the details page of an asset to which it is applied.

In the Rental Management module included with VertiGIS FM Contracts, you can complete

•order checklists when you complete a rental agreement inspection, and

•complete an asset checklist that has been applied directly to a rental agreement on its details page.

In this module, checklists are typically used to ensure a rental space meets certain criteria at the beginning or end of a tenancy.

Complete a Rental Agreement Inspection Checklist

You can complete a checklist in a rental agreement inspection when you edit the inspection.

To Complete a Rental Agreement Inspection Checklist

1.On the rental agreement's details page, in the Inspections section, select the inspection you want to open and click the Carry Out Inspection () icon.

If the inspection is assigned to you, you can alternatively open it by clicking Carry Out Inspections on the Condition Assessment dashboard, selecting the inspection you want to open, and clicking the Carry Out Inspection () icon.

2.Expand the [checklist name] section beneath the core inspection properties.

3.For each item in the checklist, select the check boxes in the ok or not Not ok columns depending on whether the item is checked or completed.

Select the Select All check box to select the ok or Not ok check boxes for all items in the checklist.

4.Click Save or Save and Close.

Refer to Complete Rental Agreement Inspections for more information.

Complete a Rental Agreement Checklist

You can complete a rental agreement checklist on the details page of the rental agreement to which a checklist is applied.

To Complete a Rental Agreement Checklist

1.Navigate to the details page of the rental agreement to which the checklist you want to complete is applied.

2.Expand the Checklists section and double-click the checklist you want to complete.

3.In the Items section, click the Edit () icon.

4.For each checklist item, enter all the required information and select the ok check box if the item is completed or satisfied.

5.Click Save or Save and Close.