Creating Check List Groups

You might find that you want to add the same 3 checklists to jobs over and over. To enable you to do this, you can create a group of checklists.

Creating a CHECK GROUP:

1. Utilities
2. Code Setup
3. Check Group
4. Select New
5. Fill in the Code ID and Description
6. Save
7. Select on the checklist in the NOT IN THE CHECKLIST GROUP table
8. Select ADD CHECKLIST (you can add all the checklists by selecting ADD ALL CHECKLISTS)
9. Repeat for until all the checklists have been added to the group
10. Exit

You can now add a checklist group to a job card:

1. Open the JOB CARD
2. Go to the CHECKLIST tab
3. Select your checklist group from the menu next to the ADD NEW CHECKLIST GROUP button
4. Click on the ADD NEW CHECKLIST GROUP button
5. SAVE
6. Repeat the process to add more checklists

You can add a checklist group to a piece of equipment on a job card:

1. Open the JOB CARD
2. Go to the EQUIPMENT tab
3. Select your checklist group from the menu next to the ADD NEW CHECKLIST GROUP button
4. Click on the ADD NEW CHECKLIST GROUP button

You can add a checklist group to a maintenance schedule:

1. Open the MAINTENANCE CONTRACT
2. Go to the EQUIPMENT DETAILS tab
3. Go to the SCHEDULES tab
4. Go to the CHECK LIST GROUPS tab
5. Select ADD
6. Select the checklist group from the menu
7. Save
8. Repeat the process to add more checklists

You can add a checklist group to a piece of equipment on a maintenance contract:

1. Open the MAINTENANCE CONTRACT
2. Go to the EQUIPMENT DETAILS tab
3. Go to the EQUIPMENT tab
4. Go to the CHECK LIST GROUPS tab
5. Select ADD
6. Select the checklist group from the menu
7. Save
8. Repeat the process to add more checklists