Viewing and entering results of checklists for work orders - HxGN EAM - 12.0.1 - Help - Hexagon

HxGN EAM Help

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English
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HxGN EAM
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Help
HxGN EAM Version
12.0.1

View a checklist for a work order activity to verify the progress or completion of the checklist. Alternately you may enter results for a checklist of a work order activity. To enter results for checklist items associated to the work order, the work order must have a status of Released.

  1. Select Work > Work Orders.

  2. Select the work order for which to view checklists, and then click the Checklist tab.

  3. Optionally, select the work order activity for the checklist item, or select Show All Records to display all of the work order activity records that are not flagged as deferred but that have an associated checklist.

  4. Optionally, select the specific job of the work order activity for the checklist item, or select Show All Records to display all of the job records for the work order activity that are not flagged as deferred but that have an associated checklist.

  5. Specify this information:

    Activity - Specify the work order activity for which to view checklists.

  6. View the information.

  7. Specify results of the checklist based on the checklist item:

    Completed

    • Select the check box if Type is Checklist Item.

    • Select Yes or No if Type is Question.

    • Enter Finding if Type is Qualitative.

    • Enter Value if Type is Quantitative or Meter Reading.

    • Enter Finding or Value if Type is Inspection.

    • Select OK, Repair Needed, or Resolution if Type is OK/Repair Needed.

    • Select Good or Poor if Type is Good/Poor.

    • Select OK or Adjusted if Type is OK/Adjusted.

    • Select OK, Adjusted or Value if Type is OK/Adjusted Measurement.

    • Select OK or Nonconformity if Type is Nonconformity Check.

    • Select OK, Nonconformity, or Value if Type is Nonconformity Measurement.

    • Enter Date or Date/Time if Type is Date.

    • Enter Free Text if Type is Text.

    • Select Entity Code or Entity Org. if Type is Entity.

    • Select Value, UOM, Value 2, or UOM 2 if Type is Dual Quantitative.

      Notes - Specify any relevant notes for the checklist item results.

      Final Occ. - Select the check box if the results entered represent the final occurrence of the specific checklist item. This only applies to repeating checklist items.

      Follow-up - Select the check box for specific checklist items to later generate follow-up work orders for the checklist item.

  8. Click Create Follow-up WO to generate follow-up work orders for previously entered results, where Follow-up is selected.

  9. Optionally, click View Comments to view comments related to the task plan or job plan of the work order activity.

  10. Optionally, click View Checklist Item Comments for a selected checklist line to view the comments for that particular checklist item.

  11. Optionally, click View Documents to view the documents related to the task plan or job plan of the work order activity.

  12. Optionally, click Add/Edit Checklist Item Documents to add or edit the checklist item documents associated to the selected checklist item.

  13. Optionally, click Create Deferred Maintenance to generate deferred maintenance activities for previously entered results, where Follow-up is selected and Follow-up Work Order and Deferred Maintenance No. are still blank. For every checklist item selected, an activity is added to the Deferred Maintenance list, for example, if the checklist item references a task plan, then the task plan related data is copied to the deferred maintenance activity.

  14. Optionally, click Linear Location Details to specify and adjust location details for linear equipment on checklists or inspection records.

  15. Click Submit.