Embedded Files
When a checklist is due, you'll have a task for it:
(Is the task is not yet due you can always complete the checklist at any time by viewing the asset and clicking on Checklists in the top menu bar.)
Just click the link in the task to go straight to the checklist:
Click on the checklist and then answer each question in turn:
If you come across any issues or want to enter any comments, click on the 'Comment' button underneath the question.
You can also add files using this button:
When you're done, click 'Submit' at the bottom.
Any corrective actions will now show up in your task list, and any comments you made will be visible in the task.
Document the action you have taken and what needs to be done by commenting on the corrective action task, and assigning or snoozing as appropriate.
When everything's sorted, hit the 'Mark as resolved' button at the bottom of the task
You can also carry out an asset checklist after scanning a QR code if you are logged in. For more on asset QR codes see here.
Carrying out a Checklist Early
Carrying out a Checklist Early
A checklist will be ready to complete when it is due and a reminder task generated. The due date is the checklist schedule minus the lead time (usually 3 days for monthly or 24 hours for daily /weekly schedules).
If you want to carry out the checklist early you can via the 'start a new submission' link on the checklist page:
Report abuse