Task Plans – Checklist tab - HxGN EAM - 12.1 - Feature Briefs - Hexagon

HxGN EAM Checklists

Language
English
Product
HxGN EAM
Search by Category
Feature Briefs
HxGN EAM Version
12.1

A checklist consists of one or more checklist lines. These lines each inspect a certain aspect and may also be referenced as checklist items throughout this document. The Checklist tab on the Task Plans screen has the following important attributes:

  1. Checklist Item—The Checklist Item is a single step of the checklist and is referred to as checklist item. The Checklist Item is a unique number and is assigned by the system.

  2. Description—The description of the checklist item. Extended length up to 255 characters.

  3. Sequence—The sequence number of the checklist item. Sequence numbers can be changed as required.

  4. Type—This field controls what kind of result can be recorded on the checklist item. One of the following types can be selected:

    1. Checklist Item—Completed check box will show on the checklist.

    2. Question (Yes/No)—Yes / No check box will show on the checklist.

    3. Qualitative—You can select a Finding on the checklist.

    4. Quantitative—You can specify a numeric Value on the checklist.

    5. Meter Reading—You can enter a meter reading (numeric Value) on the checklist.

    6. Inspection—You can enter an inspection result (Finding and numeric Value) on the checklist.

    7. OK/Repair Needed—OK / Repairs Needed check box with a Resolution drop-down field (System Codes RSLT entity) will show on the checklist.

    8. Good/Poor—Good / Poor check box will show on the checklist.

    9. OK/Adjusted—OK / Adjusted check box will show on the checklist.

    10. OK/Adjusted Measurement—OK / Adjusted check box will show on the checklist, and you can specify a numeric Value.

    11. Nonconformity Check—OK / Nonconformity check box will show on the checklist.

    12. Nonconformity Measurement—OK / Nonconformity check box will show on the checklist, and you can specify a numeric Value.

    13. Date—You can enter a date on the checklist.

    14. Date/Time—You can enter a date and time on the checklist.

    15. Free Text—You can enter free text on the checklist.

    16. Entity— An Entity Code and related Entity Org. lookup will show on the checklist. The supported entities are parts and equipment only.

    17. Dual Quantitative—You can specify two numeric values (Value and Value 2) on the checklist.

    Task Plans flagged as Isolation Method, Case Management Checklist, or Nonconformity Checklist, that is, task plans active on the Checklist tab of the Permit to Work, Nonconformity or Case Management screens, will have a limited Type selection. Only the ‘Checklist Item,’ ‘Question (Yes/No),’ ‘Qualitative,’ and ‘Quantitative’ types are available selections.

    On the mobile device, check boxes may instead be represented by buttons.

  5. Required Entry—This field determines if you must enter a result for the checklist item prior to completing the document (work order, permit to work, etc.). These are the available options:

    1. No—The system does not perform a check.

    2. Yes—The system stops the completion until a response is specified.

    3. Warning—The system will ask a question if open items exist, but the entry is not enforced.

    4. Regulatory—Works the same as selecting Yes, except on the Checklist tab of work orders, where it is selected along with the checklist type OK/Repair Needed. See Work Orders – Checklist tab for more details.

  6. Equipment Level—Every checklist item on the work order is linked to equipment. This allows you to determine which equipment is to be linked:

    1. Header Equipment—The document header equipment is linked to the checklist item.

    2. Route and Equipment—Use this option, to attach a checklist item to the equipment of the selected route or the equipment listed on the Equipment tab of the Work Orders screen. By default, the system creates a checklist item for the listed equipment. For example, you inspect multiple fire extinguishers in a building. This selection is not available on the Task Plans flagged as Isolation Method.

    3. Related Equipment—Use this option, to attach a checklist item to the related equipment on the Linear References tab of the Equipment screens. By default, the system creates a checklist item for the referenced equipment. For example, when you inspect streetlights on Main Street from the mile marker 2 to 4. All lights in that section are included. This selection is not available on Task Plans flagged as Isolation Method.

  7. Equipment Class—Use the equipment class to limit the selection of equipment. If this field is blank, the checklist item is created for all equipment that adheres to the Equipment Level selection standards, regardless of the Class or Category. If a value is specified for this field, but the Equipment Category is blank, the checklist item is only created for the equipment with the same Class.

  8. Equipment Category—Use the equipment category to add additional limits to the selection of equipment. If a value is specified for the field, the checklist item is only created for the equipment with the same Class and Category.

  9. Part—You designate the checklist item to a specific part. Only if this part is found on the Parts Associated tab of the equipment will this checklist item be created.

  10. Part Condition—Use the condition to limit the selection of the part. Only relevant for parts tracked by condition. If you select the parent part here and leave condition blank, then all conditions defined for that parent part will be included in the search.

  11. Part Class—If Part is blank use the part class to limit the selection of parts on the Parts Associated tab. Only if a part is found on the Parts Associated tab of the equipment will this checklist item be created.

  12. Part Category—If Part is blank use the part category to limit the selection of parts on the Parts Associated tab. Only if a part is found on the Parts Associated tab of the equipment will this checklist item be created.

  13. UOM—Provide an UOM for any checklist item that includes a numerical response, such as Quantitative, Meter Reading, and Inspection.

  14. UOM 2—Provide a UOM 2 for any checklist item that is of type Dual Quantitative. If you leave this blank, the system will assume the same unit of measure as selected for UOM.

  15. Aspect—Provide an inspection aspect for any checklist item of the type Inspection. Aspects are defined on the Aspects screen and are part of the inspection capabilities of the system.

  16. Point Type—Provide an inspection point type for any checklist item of the type Inspection. When the system creates the checklist items, the same combination of aspect and point type is considered.

  17. Repeating Occurrences—These are the checklist items that restart by default. If you specify a result for a repeating checklist item, by default the system creates a new checklist item with the next higher occurrence. It is recommended that you use these options when you must record a result several times for a work order or a permit to work. For example, you must measure the oxygen percentage in a tank every 30 minutes during a repair within that tank. With a normal checklist item, you must overwrite the result from the previous measurement every time you record the latest result. With a repeating checklist item, by default, the system creates a new checklist item every time you enter and save a result. Use the Final Occurrence check box to stop the generation of more lines. See Checklist data entry for more details on this check box.

  18. Follow-up Task Plan—When you flag a checklist item for follow-up, a work order and the associated work order activity is created by the system. The selected Task Plan is used to create the activity.

  19. Follow-up Job Plan—When you flag a checklist item for follow-up, a work order and the associated work order activity is created by the system. The selected Job Plan is used to create the activity.

  20. Material List—The selected material list is associated with the follow-up work order activity.

  21. Defer Follow-up—If selected, the system will create a deferred maintenance activity instead of a follow-up work order for this checklist line. Note this selection is only a default setting for this line that can be overwritten on the actual checklist screens. Use this if the follow-up for this line is not important and does not warrant the creation of a work order right away.

  22. Follow-up Group—An entry in this field controls how checklist lines are grouped together onto follow-up work orders when they are created. You can configure these groups on the System Codes screen, Entity Checklist Follow-up Groups (CFUG). There are two system codes available for selection.

    1. Individual follow-up work order (‘IN’). This group will always create one work order with one activity for the one checklist line that needs follow-up. Use this if the follow-up for this line is important and warrants the creation of a work order for it individually.

    2. Group follow-up work order (‘GR’). This group will combine all checklist items of the same group that need follow-up onto one work order. This work order will have as many activities as there are checklist lines in the group. With this option, you can for example, group all mechanical follow-up checklist lines onto one follow-up work order for a mechanic and separate them from those lines that require follow-up from an electrician onto another work order.

    Note this selection is only a default setting for this line that can be overwritten on the actual checklist screens.

  23. Standard WO—Use this option if you have a specific Standard WO that needs to be used for the follow-up of this checklist line. The system will create the follow-up work order based on the Standard WO you selected and will never combine any other checklist lines that require follow-up onto this same work order.

    Note that this selection is firm and cannot be overwritten on the actual checklist screens

  24. System, Assembly, and Component Level—These fields can be used for grouping checklist items and in more detail, identify the component of the check.

  25. EMRS Description—Displays the description of the selected System, Assembly, and Component Level.

  26. Component Location—Describes the location of the component that requires the check. For example, front brakes.

  27. Inspection Condition—The condition required to perform the check. Conditions are defined as part of the inspection function of HxGN EAM. You can use these conditions for any checklist item. For example, certain checks can only be performed when the equipment is running; for other checks, the equipment must be stopped.

  28. Findings—A multi-select lookup to select one or more findings. The checklist type must be Qualitative or Inspection. The findings, such as Conditions, are defined as part of the inspection function of HxGN EAM. This multi-select lookup has a capacity of 50 findings.

  29. Out of Service—If this check box is selected, the checklist items are not copied to the work order or the permit to work.

  30. Color—This field can be selected to differentiate checklist items based on priority/severity.

  31. Reference—Can be used to fill in any extra information about the checklist item, like simple instructions for an item, or to specify any company regulation numbers associated with checklist items.

  32. Equipment Filter—Multi-select lookup. System Codes Entity Equipment / Checklist Filter Codes (ECFC). This field works in conjunction with the Equipment Filter on the equipment screens and is used to filter out relevant checklist items for the equipment during the creation of the checklist. Use this option if Equipment Class or Category are not exclusive enough, for example. See Checklist creation for more details. This multi-select lookup has a capacity of 50 codes.

  33. Responsibility—Enter a responsibility if the user that performs this checklist item, must have a certain responsibility associated. For example, a checklist item inspecting an aspect of the electrical wiring, should probably be performed by an electrician, and not the carpenter. If you leave this field blank the user does not require a responsibility to fill in the line. Note that the extra security roles as discussed on the Task Plans screen play a role here as well. You can only select a responsibility that is also listed there.

  34. Measurement Responsibility—Enter a responsibility if the user that enters the value for this checklist item, must have a certain responsibility associated. For this ‘joint’ checklist item the main responsibility is assigned to one user, the value responsibility is assigned to another user. In our previous example about the electrical wiring, the electrician could be responsible for all fields, but the measurement is entered by the carpenter. This feature is only available for checklist items of type OK/Adjusted Measurement and Nonconformity Measurement.

    You must have two different responsibilities to separate the measurement entry from the remaining checklist item data. Otherwise, if the same person can enter all data including the measurement, you only need to enter Responsibility.

  35. Direction Options—During an inspection, an adjustment could be made. If the direction of the adjustment is important you can use this field to configure which direction options the user can select from. Multiple comma delimited values can be entered. For example:

    • E,W will show E and W in the lookup.

    • Left,Right,Up,Down will show Left, Right, Up, and Down in the lookup.

    The mobile device will only show the first two directions entered in the options field.

  36. Not Applicable Options—Multi-select lookup. System Codes Entity Not Applicable Options (NAOP). Checklist items may not always be applicable. Equipment might not have a certain component installed for example. By entering values here, you give the user a way to avoid entering a required checklist item. This multi-select lookup has a capacity of 50 codes.

    This is most relevant with Organization Option CHCKLCPB set to ON or RESTRICTED and for required checklist items.

    Closing the work order also verifies that all required checklist items are answered, but this only requires an update of the checklist item. A simple Note entry would allow the work order to close.

  37. Condition As Found Options— Multi-select lookup. System Codes Entity Condition as Found Options (CFOP). When you walk up to an equipment, the condition in which you find that equipment determines whether certain checklist items can be completed or not. For example, if you need to inspect a switch of a rail track you may find it blocked and clamped or you may find a train parked right on top of it. Or the equipment may be broken so all the checklist items that require it running cannot be executed, or the equipment may be flooded, or it may be too cold, or it may be too warm, etc. This multi-select lookup has a capacity of 50 codes.

    The selected condition is applied on the header checklist level (the work order activity) and is then applied (distributed) to all checklist items, even across different equipment, that have that same condition as found code listed. Checklist items that do not have the same condition listed will not be flagged and must still be completed. This option therefore may be less relevant if multiple route equipment or related equipment are involved in the checklist.

  38. Calculated Value Source—Select this check box if you want the value recorded for this checklist item to be used to calculate another value.

  39. Calculated Value Formula—Enter the formula that needs to be used to calculate the value of this checklist item. The formula uses the Sequence number references from the other checklist item lines. For example:

    1. Checklist item with sequence 3 records the level in tank 1.

    2. Checklist item with sequence 7 records the level in tank 2.

    3. Checklist item with sequence 10 records the sum of these two.

    4. Make sure you select Calculated Value Source for sequence 3 and 7.

    5. Enter the formula for sequence 10. The formula only supports simple operations (add, subtract, multiply, and divide) and will look as follows for above example

      :3 + :7

    The system will not verify that the sequence numbers referenced in the formula exist. Verify the formula each time you make changes to the sequencing of the checklist items. For checklist items with formulas referencing sequence numbers that do not exist, or exist multiple times, the system may not calculate results correctly.

    Mobile Considerations:

    • Set the Minimum Slider Value and Maximum Slider Value, if used on the checklist item with the formula, consistent with the range of outcomes for the formula. For example, formula C is used to subtract A from B and if A is between 10 and 12 and B is between 5 and 6, then the range for C is between 4 (10 – 6) and 7 (12 – 5).

    • If you use sliders on the checklist item with the formula, it is best to also use sliders on the source lines and to be consistent in the use of the Metric Fraction Slider and the Fraction Slider Dimensions setting. This will more likely ensure that fractions are represented correctly on the line with the formula. However, the formula may be such that the fraction slider cannot represent the actual decimals of the outcome. For example, 5/9 cannot be represented on the metric fraction slider, nor can it be represented on the imperial fraction slider. If you expect outcomes like this, it is best not to use the sliders for the line with the formula.

    • Direction Options should not be configured for these lines either, since the mobile device will protect all manual data entry for these lines, except for associated documents.

  40. Enable Nonconformities—If selected, the system will create nonconformities for this checklist item if the user selects a Nonconformity Type during the checklist execution. Note that the actual creation of the nonconformities is still controlled by the setting of Create from Checklist on the Nonconformities Setup screen. On a supported mobile device, the system will hide Nonconformity Type if this field is unselected.

  41. Entity—If the selected checklist type is Entity, the system will require this field to be entered. The entities supported are Parts and Equipment.

  42. Entity Class Options—If the selected checklist type is Entity, the system will show classes from the selected Entity. These classes will be used in the lookup to filter out the relevant parts or equipment. If you are looking for tires for example, only select the classes that represent tires. That way pumps and motors will not show in the list. This is a multi-select lookup with a capacity of 50 classes.

  43. Min/Max Validation—If selected the system will force the entered value to be between the Minimum Slider Value and the Maximum Slider Value. Otherwise, the system will raise an error.

    This verification also works on the base application and is not limited to mobile devices where the slider values also play an important role. See below. This check box also works with the second numeric Value 2, if the checklist type is Dual Quantitative. A second set of slider control fields is available in that case. This includes Minimum Slider Value 2, and Maximum Slider Value 2 for the value check.

    Relevant for the mobile device only:

  44. Group Label—On a supported mobile device, checklist items can be grouped together logically by assigning a group label. Configure these group labels on the System Codes screen using Entity Group Label (GRPL).

    SHARED Tip A special system code Group By Equipment is available for group labels. This is particularly useful for checklist items with Equipment Level Route and Equipment and in cases where a predefined route is not selected on the work order. In that case, the system will additionally group by Equipment within the Group Label.

  45. Minimum Slider Value—If you enter this field on a supported mobile device, a slider to enter the value will display rather than entering the value directly. The slider will show None (value is empty) on the left and then, immediately to the right, show the minimum value you entered here.

  46. Maximum Slider Value—See above. This is the maximum integer value you can select with the slider. The user can also place the slider on any other value between the minimum and maximum.

    The specified minimum and maximum are integer values. The mobile device will also have a slider to select fractions. The real maximum value you can enter on the mobile is the Maximum Slider Value plus the maximum value you can select on the fraction slider. Also, note that these are not actual constraints on the value range. In the base product, lower and higher values are accepted. The base product does not currently use sliders.

  47. Metric Fraction Slider—If unselected, the fraction slider will use Imperial System of Measurement and will display fractions in increments of 1/16th or 1/32nd. If selected, the fraction slider will use the metric system and will show decimals in increments of 1/10th.

  48. Fraction Slider Dimensions—If you have opted to use the Imperial System of Measurement you decide here if the fractions are in increments of 1/16th or 1/32nd. If this field is left blank, the fraction slider will assume increments of 1/16th.

    And for numeric Value 2, if the checklist type is Dual Quantitative, an extra set of slider control fields is available. This includes Minimum Slider Value 2, Maximum Slider Value 2, Metric Fraction Slider 2, Fraction Slider Dimensions 2.

  49. Hide Follow-up—If selected, a supported mobile device will hide the follow-up selection option for this checklist item.

  50. Hide Linear Fields—If selected, a supported mobile device, will hide the linear fields for this checklist item. Only relevant for linear equipment.

  51. Actions

    1. Click Translations to translate the Checklist Item description to other languages. This impacts what is displayed on the Checklist tabs. Note that for checklist items, the system will not automatically add translations for all the installed languages, as usual in HxGN EAM. The system only creates one record for the default language. Translations for the other languages, if needed, can be manually added.

    2. Click Delete All Checklist Items, to remove all checklist items from the Task Plan.

    3. Click Import Checklist to import a checklist from another Task Plan and add the same to the available checklist items. The system assigns a new primary key to the imported items, but not a sequence number. You must update the sequence based on your requirements. The system does not copy checklist items if they do not satisfy the requirements. For example, a checklist item for a meter reading will not be copied to a Task Plan that is flagged as an Isolation Method.

    4. Click Add/Edit Comments to add comments to the selected checklist item.