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Checklists

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Checklists - add text field for worker documentation

Would like the option for checklists to have a format that text can be entered into the field and that it would show on a printed work order report. So I am asking for something different than adding a note to the checklist line as this does not s...
Chris Gerold over 1 year ago in Finance & Operations - Asset Management / Checklists 1 Shipped

Create a maintenance request from checklist actions

As a maintenance worker, I want to automatically create a maintenance request based on my response to the work order checklist. Add new action type "Request" to checklist actions, with setup of: Checklist action ID Active (Yes/No) Checklist action...
Alan Rashid about 2 years ago in Finance & Operations - Asset Management / Checklists 1 Shipped

Checklist type of Date entry

Requesting a checklist type of Date so that we would be able to enter dates as a value when doing planned maintenance. We record several dates when collecting data and would also like to a listing to view similar to counter values where you are ab...
Chris Gerold about 2 years ago in Finance & Operations - Asset Management / Checklists 2 Shipped

Transfer attachment from checklist tasks to Maintenance request or related work order

Attachment added to failed maintenance checklist tasks are not being transferred to related maintenance request or/and related work order, which are automatically created based on the checklist actions setup in Asset management.
Guest 8 months ago in Finance & Operations - Asset Management / Checklists 3 Shipped