Checklists

A Checklist is a list of items which need to be recorded against either a job or a piece of equipment on a job.

Common uses for checklists include:

Recording results of tests against jobs or equipments (e.g. fire extinguisher pressure tests)
Checking off whether items have been done (e.g. pre-work site hazard inspections, lists of work to be performed )

Checklist results can be reported on and incorporated into existing job card reports or invoices. Please speak to TSM Support for information on customising TSM reports.

Checklists were introduced in TSM 6.8.

Enabling Checklists

Configuring Checklists

Setting the Sort Order

Setting Check Result Groups

Applying a Check Result group to a Checklist Item

Creating Job Card Checklists

Filling in a Job Card Checklist

Equipment Checklists

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