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Navigation: Platform > Administration > Master Data > Checklists

Create Checklists

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Administrators can create most types of checklists globally on the checklist administration page. Checklists for assets managed in VertiGIS FM Maintenance can be created locally, on the device or component's version details page.

To create a new checklist, navigate to the checklist administration page, double-click the product or module whose assets the checklist will be applied to, and click the Add (icon-add) icon in the Checklist or Order Checklists section.

Specific instructions for checklist creation vary depending on the VertiGIS FM product or module for which you are creating the checklist, as well as on whether you are creating an order checklist or asset checklist. Refer to the links below for specific instructions on how to create order checklists and asset checklists in each VertiGIS FM product:

Create checklists for VertiGIS FM Buildings

Create checklists for VertiGIS FM Contracts (Rental Management)

Create checklists for VertiGIS FM Maintenance

Create checklists for VertiGIS FM Parcel

Checklist Types

Field

Description

Order checklist

Assigned to maintenance strategy intervals. A user must complete the checklist the checklist before they can close orders generated by the maintenance strategy.

Order checklists are managed in the Order Checklists section on the checklist administration page.

Asset checklist

Assigned directly to an asset. This checklist can only be completed once for each asset to which it is assigned.

Order checklists are managed in the Checklists section on the checklist administration page.

Land transaction checklist

Assigned directly to a land transaction in VertiGIS FM Parcel. This checklist can only be completed once for each land transaction to which it is assigned.

Order checklists are managed in the Land Transaction Checklist section on the checklist administration page.

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Documentation Version 1.0