Checklist Set-up

Name

Title of the checklist in the document system

Owner

Options owner selection

Person that can edit this document

• Individual users - Selection of active users to be able to edit this document

• Team members - Members of teams will be able to edit this document

• By profile - Users with the selected profiles linked to them, will be able to edit this document

• In a profile group - Users with with a profiles linked to them that's part of the selected profile group, will be able to edit this document

• By position - Users assigned to a certain position will be able to edit this document

• With acquired skills - Users who have acquired the selected skills will be able to edit this document

Prerequisites owner selection

• Team members - Team members configured via Training › Teams

• Profile - Profiles configured via Settings › Skills & Training › Profiles

• Profile groups- Profiles configured via Settings › Skills & Training › Profile groups

• Acquired skills - Skills configured via Settings › Skills & Training › Skills

NOTE: One needs to have the permission "Can edit own checklist definitions and procedures" to edit procedures someone is the owner for. This individual permission can be overwritten with "Can edit all checklist definitions and procedures"

Labels

Label - One can link labels to checklists, aimed at two reasons:

• Better reporting as explained in reporting & dashboards

• Quick filtering of checklists in both empty checklists (templates) and filled in checklists

Note: Labels need to be configured via Settings › Organization › Labels

Merge checklists on task center

When activated, all active checklists will be shown in a matrix on the taskcenter and visually shown as merged on the taskcenter

Newly activated checklists will appear in the same matrix / merged view. Submitting a checklist will remove the checklist from the merged view (given the checklist is no longer considerd active). And example is below with single checklist and a merged checklist (right)

When the checks are executed at different equipment, the equipment indication will dissappear from the table. However, all checks will still be logged to the right equipment as can be seen on the details:

Show KPIs during execution

Three KPI-tiles will be shown on top of the checklist during execution of the checklist

• Completion - Percentage of checks in a checklist that have an entry

• Compliance - Percentage of checks in a checklist that are compliant

• On time - Percentage of checks in a checklist that are completed in the time-interval allowed for that check. Default this is untill the next check or closure of checklist. In other cases, the time period during configuration of a procedure in the checklist template will be used. Completing checks outside of the time window will impact completion, but not completion on time.

Requires sign off

One can choose to activate the four-eye principle and have someone to oversee submitted checklists. The employees allowed to sign off can be configured in the list

• On - Sign off is required

• Off -Sign off is not required

Options to sign off

Person that can sign off this document when submitted

• Individual users - Selection of active users to be able to edit this document

• Team members - Members of teams will be able to edit this document

• With favorite workstations - Members of team

• By profile - Users with the selected profiles linked to them, will be able to edit this document

• In a profile group - Users with with a profiles linked to them that's part of the selected profile group, will be able to edit this document

• By position - Users assigned to a certain position will be able to edit this document

• With acquired skills - Users who have acquired the selected skills will be able to edit this document

Prerequisites sign off selection

• Team members - Team members configured via Training/Teams/

• Workstations - Workstations configured via Setings/Organization/Workstations

• Profile - Profiles configured via Settings/Skills & Training/Profiles

• Profile groups- Profiles configured via Settings/Skills & Training/Profile groups

• Acquired skills - Skills configured via Settings/Skills & Training/Skills

Schedule

This is the schedule the checklist will come up. On top, individual procedures can have a different schedule within or across checklists

Start manually

Start manually - The checklists can only be started manually. This checklist definition will not automatically close started checklists. To enable, enter the number of hours after a checklist is manually started for it to automatically close (e.g., 24 for 1 day).

Three-shift schedule (five teams)

Three-shift schedule (five teams) - This will schedule the checklist in three shifts Monday-Friday for 8 hours per shift. Starting daily at 6am, 2pm, 10pm. The schedule starts at Monday 6 am and ends at Saturday 6am. On Saturday & Sunday, shifts are configured to be 12 hours. Shifts will start at 6am and 6pm.

This selection will allow for weekly checks (procedures) to be configured at procedure level to come up in selected shifts during that week.

Day-shift schedule

Day-shift schedule - This will schedule the checklist every day 8am to 4pm

• Every day - All days of the week (including weekends), this checklists will be scheduled

• Specific days - Manually select the days you want the checklist to be scheduled

24-hour schedule

Day-shift schedule - This will schedule the checklist every day at 6am

• Every day - All days of the week (including weekends), this checklists will be scheduled

• Specific days - Manually select the days you want the checklist to be scheduled

Weekly schedule

Weekly schedule - Runs every week from Monday at 06:00 to the next Monday at 06:00.

• Week to start in - First occurence will be on the selected date given it's a Monday, if not the Monday prior to the selected date will be the starting point.

• Recurrence - Alter the schedule and choose to have this checklists to be scheduled every x weeks. eg. Every 12 weeks is a quarterly checklist

Monthly schedule

Monthly schedule - Runs every month from the first day at 06:00 to the first day of the next month at 06:00

• Every month - Default, the same checklists comes up every month

• Specific months - Select months the checklists needs to come up (eg seasonal checklists)

Auto-closure

The timeperiod that a checklist remains open for, before the system closes the checklist (and thus disappears from the task center)