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

Generally, users can complete order checklists when they edit an order 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.

Refer to the links below for specific instructions on how to complete order and asset checklists in various VertiGIS FM products and modules:

•Complete checklists in VertiGIS FM Buildings

•Complete checklists in VertiGIS FM Contracts (Rental Management)

•Complete checklists in VertiGIS FM Maintenance

•Complete checklists in VertiGIS FM Parcel

You can complete order checklists in VertiGIS FM Maintenance when you edit an order generated by the maintenance strategy to which the checklist is applied.

Complete an Order Checklist

You can complete an order checklist when you edit the associated order on the asset's details page.

To Complete an Order Checklist

1.In the Orders section on the details page for the asset associated with the order, select the order and click the Edit () icon.

2.Expand the [checklist name] section.

3.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.

The checklist may require you to select an option from a condition menu based on your ok or Not ok selection for the item.

4.Click Save or Save and Close.

As an alternative to the procedure outlined above, you can double-click an order in the Orders section and then click the Edit () icon in the Device Order or Component Order section.

Conditions

Checklist items with conditions allow you to select an option from a menu based on whether you mark the checklist item ok or Not ok.

Checklist with Condition for Damage Description of Walls

Depending on how the administrator configured the checklist, selecting an option for the checklist item (for example, Not ok) may require you to select an option from the condition menu. If this is the case, VertiGIS FM will not allow you to save the check box selection on the checklist without selecting an option from the condition menu. Refer to Create Checklists for more information.

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 Structures for more information.

Follow-up Orders

Follow-up orders are generated when a task in a checklist is unable to be completed. Refer to Follow-Up Orders.