Checklists
You can use checklists to create to-do lists in the field or efficiently prepare work from the office. Each checklist item can contain either text or tag links to access tag information in the field. You can see the checklist items both in 3D and in interactive P&IDs if they're available. The checklists can be based on the following:
- Objects that are imported from your work management application, such as
SAP orWorkMate. This gives efficient access to information about all the inserted tags in the field. Read more in this article. - Templates that your admin has predefined with items to be done during a shift. This is especially useful for daily, weekly, or monthly installation routine rounds. Read more in this article.
- Manually created to keep track of your own to-dos. Read more in this article.
Use checklists
Set a status on your checklist items as you complete the assigned tasks. Depending on the checklist setup, you can set several different states on a checklist. To do and OK are always available.
- If you use
InFieldon a desktop, click the checklist state button to mark a checklist item as OK. Repeat the action to clear the state. Hover the mouse pointer above the state to bring up the status list. - If you use
InFieldon a mobile unit, press and hold the checklist state button to mark a checklist item as OK. Repeat the action to clear the state. Click the checklist state button once to bring up the status list.
If you've added tag IDs to an item, click these to navigate to the Overview page, where you'll find more information about the tag.