Checklists are lists of tasks or conditions a user in the field can mark as complete or unable to be completed. The checklist feature can be leveraged by multiple VertiGIS FM products, including VertiGIS FM Buildings and VertiGIS FM Maintenance. Checklists can be used as requirements to close an order generated by a maintenance strategy or an inspection, or they can be applied directly to an asset, like a building.
In VertiGIS FM Maintenance, a checklist is applied to a device version or component version and a maintenance strategy or interval within the version. When the maintenance strategy generates orders for devices in the version, all tasks on the checklist must be marked as complete before the order can be closed. An order can contain checklists for a device as well as for the components installed in its installing structure.
When you double-click a checklist on the details page for an asset the checklist has been applied to, a checklist details page opens.
Checklist Details
The checklist details page is accessed by double-clicking a checklist in the Checklists section on the version details page. It is divided into the following sections.
Checklist
This section contains general information about the checklist.
Checklist Fields
Category |
Description |
Example |
|---|---|---|
Category |
The category of the checklist. Must be selected from a list of options configured in the system administration. |
Hygiene inspection |
Number |
A number assigned to the checklist. |
HygInsp 430-15 |
Global |
Whether the checklist is global. A checklist is global if it was created in the system administration (Administration > Master data > Checklists). A checklist is not global if it was created specifically for a version on the version's details page. |
Yes No |
Name |
The name given to the checklist. |
Silencer |
Kind of inspection |
The reason the checklist is carried out. |
Property security Condition / investments |
Items
The Items section lists the tasks within the checklist in a table. The table indicates the task, a short description of the task, whether the task is mandatory, and any notes associated with the task.
Items Section on the Checklist Details Page
Types
On the details page for a global Maintenance checklist, the Types section lists the versions the checklist has been applied to. This section does not exist for checklists that were created specifically for a version on the version details page.
Types Section on the Checklist Details Page
