Checklists define the tasks technicians must complete when performing maintenance on assets within a maintenance schedule.
Each checklist contains a series of inspection or service tasks that guide technicians through the required work. This ensures maintenance is completed consistently and all required checks are documented.
What Is a Checklist?
A checklist is a structured list of maintenance tasks linked to an asset within a maintenance schedule.
Technicians complete the checklist when performing maintenance, marking the status of each task and recording any issues found during the inspection.
Checklists help ensure:
Maintenance work is performed consistently
Inspection steps are not missed
Results are clearly documented
Issues are identified and tracked
Creating a Checklist
To create a new checklist:
Navigate to the Checklist tab.
From here, you can view and edit existing checklists or create a new one.
Step 1: Name the Checklist
Enter a clear and descriptive name for the checklist.
The name should reflect the system or equipment type the checklist applies to.
Example:
“Car Lift: 4-High”
“CCTV Camera: Routine Check”
Clear naming helps users quickly identify which checklist should be used for each asset.
Step 2: Add Status Options
Define the status options technicians will use to record the outcome of each checklist task.
Common examples may include:
No Issue
Monitor
Pending Repair
Take Offline
These status options help communicate the condition of the asset and highlight any issues requiring follow-up action.
Step 3: Add Checklist Tasks
Add the specific tasks technicians must complete during the inspection.
Each task should clearly describe what needs to be checked or serviced.
Example tasks may include:
Inspect block pulley
Check cable tension
Test the safety stop mechanism
Verify lift operation
Clear task descriptions ensure technicians understand exactly what needs to be inspected.