Checklists

Checklist questions;

  • are linked to the category of equipment to ensure that the questions are relevant. All checklist questions are stored in a library and can be easily added or removed from equipment categories.
  • are worded in such a manner that either a YES or NO response is required. For example, “Is the flashing light operational?” Y/N. (IMPORTANT: The answer must clearly be a YES or a NO.)
  • should be a mixture of yes and no answers; avoid having all yes or all no answers.
  • can be arranged to be served pre-start or post-start.
  • are configurable and able to be served in a random order daily, or at shift start.

Enable Checklists by Category

  • From the menu on the ribbon bar, click ADMINISTRATION and then Checklist Configuration.
  • Click .
  • Select or deselect Enable Checklist as required.
  • Click .

Add a Checklist Question

  • From the menu on the ribbon bar, click CHECKLIST and then Question Management.
  • Click .
  • Enter your question (three lines are available) and parameters.
  • Click .

Edit a Checklist Question

  • From the menu on the ribbon bar, click CHECKLIST and then Question Management.
  • Click .
  • Make any changes you require.
  • Click .

Assign Questions to a Category

  • From the menu on the ribbon bar, click CHECKLIST and then Checklist Management.
  • Select your category and click .
  • Select the questions you would like assigned to the category.
  • Click .

Deactivate a Question

  • From the menu on the ribbon bar, click CHECKLIST and then Question Management.
  • Select Deactivate for any question or multiple questions.
  • Click .

Activate a Question

  • From the menu on the ribbon bar, click CHECKLIST and then Inactive Questions.
  • Select Activate for any question or multiple questions.
  • Click .

Checklist Settings

  • From the menu on the ribbon bar, click CHECKLIST and then Configuration Management.
  • Select Options.
  • Click .