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.

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