Checklists can be created globally, so that they can be applied to multiple versions, or they can be created specifically for a Device and Systems Structure version on the version details page.
Checklist Administration
Global checklists are stored in the Administration section of VertiGIS FM.
To Access Checklist Administration
1.Click the Administration button in the bottom-right corner of the application.
2.Expand Master data and then click Checklists.
3.Double-click Maintenance.
The Checklists of Orders section shows checklists that are associated with orders. This means that their tasks need to be marked as complete for an associated order for a device or system to be closed.
Checklist of Orders in Checklist Administration
Create a Global Checklist
You can create global checklists on the checklist administration page.
To Create a Global Checklist
1.In the Checklist of Orders section, click the Add (
) icon.
2.Click the 
button in the Type of Inspection box and select the inspection type.
3.Optionally, from the Category drop-down menu, select the category to which the new checklist should belong.
4.Optionally, from the Number text box, enter a unique identifier for the checklist.
5.In the Name text box, enter a descriptive title that summarizes the tasks the checklist will contain.
6.Click Save and Close.
The new checklist can be seen in the Checklists of Orders section.
New global checklist in the Checklist of Orders section under Administration > Maintenance
Add Tasks to a Global Checklist
After you have created a global checklist, you can add tasks to it.
To Add Tasks to a Global Checklist
1.In the Checklists of Orders section, double-click the checklist to which you want to add tasks.
2.Expand the Items section and click the Add () icon.
3.Enter a descriptive name for the task in the Name text box.
4.Optionally, fill out any other details relevant to the task in the Position form.
7.Optionally, attach any items to the task using the Add () icons beneath the form.
8.Click Save and Close.
The Items section now displays the new task.
New Task Added to a Checklist
You can now apply your checklist to a version.
Create a Checklist for a Version
As an alternative to creating a global checklist and applying it to a version, you can create a checklist directly on the version details page in the Device and Systems Structure or the Component Structure.
To Create a Checklist for a Version
1.Navigate to the version details page for the device version or component version you want to create a checklist for.
2.Expand the Checklists section and click the Add () button.
3.If the new checklist should be based on a global checklist that already exists in the Administration > Maintenance > Checklist of Orders section, click the button in the Template box and select an existing checklist.
If you select an existing checklist as a template, the Category, Number, and Name options will be filled programmatically, and you can skip to step 7.
4.Optionally, from the Category drop-down menu, select the category to which the new checklist should belong.
5.Optionally, in the Number text box, enter a unique identifier for the checklist.
6.In the Name text box, enter a descriptive title that summarizes the tasks the checklist will contain.
7.Click Save and Close.
The new checklist appears in the Checklists section on the version details page.
New Checklist Created on Version Details Page
Add Tasks to a Version Checklist
After you have created a checklist on the version details page, you can add tasks to it.
To Add a Task to a Version Checklist
1.In the Checklists section, double-click the checklist to which you want to add tasks. Alternatively, you can select the checklist and click the View Details (
) icon.
2.On the checklist details page, expand the Items section and click the Add () icon.
3.Enter a descriptive name for the task in the Name text box.
4.Optionally, fill out any other details relevant to the task in the Position form.
5.Optionally, attach any items to the task using the Add () icons beneath the form.
6.Click Save and Close.
