There are two types of equipment checks.
Periodic Checks – Those checks that occur at periodic intervals, such as annually, monthly, or weekly, as an example.
In-Service Checks – These checks occur every time this piece of equipment is used.
Periodic Checks – Those checks that occur at periodic intervals, such as annually, monthly, or weekly, as an example.
Adding in a Periodic Check:
1. Within the Periodic Checks section, click on the ‘+ Add’ button
2. Enter a name for the check within the ‘Name’ area
3. In the ‘Expires After..’ area enter in a numerical time period for this check to expire and select a value from the dropdown lists available
4. In the ‘Warning After..’ enter in a numerical time value for an alert warning prior to this check expiring
5. Click on the ‘Save’ button
Upon saving an Add button is available under the ‘Items’ area (prior to saving this would read as ‘Edit’)
6. Click on the ‘Add’ button under the Items area
7. Click on the ‘Edit’ button or click on an area of the screen to put the page into edit mode
8. Select the Possible Answers from the dropdown list selectable, these answers will be the default for this periodic check
9. Click on the ‘+ Add Heading’ or ‘+ Add Item’ button
Add Heading – will allow you to split items under different heading titles, you are not able to mark a heading as being completed, or add a defect to it
Add Item – these are the checks that you want to be carried out, you can mark items as per the dropdown list for possible answers and associated defects to each item listed
You are also able to change from the defaulted answer (if required) for each individual item created.
10. Add as many headings and sections as required, you can move a heading or an item in the list by using the six dots of that field to drag and drop it into position, to remove an item use the ‘Dustbin /Delete’ button
11. Select the checkbox of the subsystem that this check relates to, this must be checked even when using a single subsystem (as shown)
12. Click on the ‘Save’ button
As items are listed, they are assigned a number in the ‘#’ column, if using items only this will be a whole number, if using headings and items this will be a decimal number. You can move items (the page needs to be in edit mode first) by using the six dots of that field to drag and drop it into position, to remove an item use the ‘Dustbin /Delete’ button.
If you move any items or remove items, then pressing the ‘Renumber’ button will correct the number ordering for you.
The area ‘Record Value’ can be used when using a tasking style checklist (configured by Centrik)