Checklists

You can use checklists to create simple todo-lists in the field, or to efficiently prepare work from the office. Each checklist item can contain either text or tag links to have easy access to tag information in the field.

Checklists are great for importing an object list from your work management application (typically SAP, Workmate or similar) to provide efficient access to information about all of the inserted tags in the field.

In this article:

Create a checklist

How to create a checklist

Use checklists

How to use a checklist

Share checklists

You can share checklists with others to let several users complete the list of tasks together, or allow senior technicians / work leaders to prepare tasks for their teams. All team members can keep track of which tasks have been completed.

For some tasks it can be useful to add more states to a shared checklist (see above for how to do this), so the whole team can keep track of who has started on which task. It can also be used to keep track of which task has been completed in field, but has not yet been documented.

How to share checklists

Group checklist items by area

How to group checklist items

See checklist items in 3D

On the mobile, you can select the checklist button at the bottom of the screen to see other checklist items in your immediate surroundings. Operation Support searches for items in your checklist within the currently visible area in the 3D model. You can quickly check off or comment on items directly from the 3D view, without having to go back to the checklist page.

See checklist items in 3D

See checklist items in interactive P&IDs

Checklist items in P&IDs

Use checklists to document work in a work management system

To document that the work is completed, you can download a PDF version of the checklist. In addition to checklist comments, the PDF contains information about who set each checklist to the final state and at what time. You can upload the PDF document as an attachment to the work order in SAP, Workmate, IFS, or similar tools.

Download PDF exports of checklist

Last Updated: 11/14/2019, 9:15:05 PM