Create a checklist for an Enterprise Asset Management work order or work order task

Create a checklist of all items that you must complete for your work order or work order task.

始める前に

Role required: sn_eam.enterprise_asset_manager or wm_agent

手順

1. From the Enterprise Asset Workspace, open the Work management view.
2. Open the record for either the work order or work order task that you want to create a checklist for.
   • To open a work order record, select the Work orders tab. From the list of available work orders, select the work order that you want to create a checklist for.
   • To open a work order task record, select the Work order tasks tab. From the list of available work order tasks, select the work order task that you want to create a checklist for.
3. On the work order or work order task record, select the Checklist items tab.
4. Use one of the following options to create a checklist.
   • Create a checklist by adding individual checklist items:
     1. Select New.
     2. On the Create New Checklist Item form, fill in the fields.

        表 : 1. Create New Checklist Item form

        Field	Description
        Name	Name of the checklist item.
        Order	Order in which you must complete the checklist item. For example, a value of 1 indicates that the given checklist item is the first item you must complete within your checklist.
        Checklist	Checklist that the checklist item is included in.
        Complete	Option that indicates if the checklist item has been completed.

     3. Select Save.
     4. Repeat steps a to c for every checklist item that you want to add to your checklist.
   • Create a checklist by applying a checklist template:

     1. Select Apply template.

        The Apply Template dialog box opens.

     2. In the dialog box, select the checklist template that you want to apply to your work order or work order task.

     3. Select OK.

        The dialog box closes and you return to the Checklist items tab.

     4. Select the Refresh List icon () to populate the list of checklist items that were added based on the selected checklist template.