An asset management checklist is the list of procedures or practices that needs to be followed by the maintenance engineers while conducting the asset maintenance process. An asset maintenance checklist is ideal for maintenance engineers to audit the assets in organizations. With the Fogwing CMMS platform, customize your asset maintenance checklist to keep track of all the asset maintenance procedures while conducting the maintenance process. The Checklist can be attached with the work order for the maintenance engineer's reference by the manager user in the Fogwing CMMS platform while creating or managing the work order.
1. How to create a maintenance checklist in the Fogwing CMMS platform?
Creating a Checklist in the Fogwing CMMS platform is vital for asset maintenance, as it enables the maintenance engineers to follow the proper procedure while conducting an asset maintenance process. Creating a checklist in the Fogwing CMMS is a simple procedure now follow the steps mentioned below to create a maintenance checklist.
Pre-condition: The checklist feature is available only for Fogwing CMMS pro and enterprise subscription users.
Steps to create a maintenance checklist in Fogwing CMMS:
Login to your Fogwing CMMS account by going to https://cmms.fogwing.net/
Click on the setting icon present on the menu bar.
Click on the action card on the setting page and click on the checklist card.
Click on the create checklist template button on the checklist template page.
Create Checklist Template form will appear.
Please note the details of the parameters required to create a checklist in the Fogwing CMMS Platform.
Parameters | Descriptions |
Checklist Identifier | generate the unique identifier to identify the checklist. |
Checklist Name | Enter the name of the checklist you'd like to create. |
Asset Category | Select the asset category from the dropdown. |
Checklist Notes | Mention the checklist-related notes. |
Mandatory? | Switch the mandatory? Button on if the maintenance person must follow the checklist attached to the work order. |
Fill the respective field in Create Checklist Template form with adequate data to create a checklist template.
Click on the Submit button to create a Checklist Template.
Understanding how to create a checklist item inside the checklist in the Fogwing CMMS platform
You can add the checklist item once you successfully create a Checklist in the Fogwing CMMS platform.
Now learn how to create a checklist in the Fogwing CMMS platform:
Once you finish the checklist creation, the Create Checklist Item button will be enabled.
Click the Create Checklist Item button in the create checklist form.
Fill the respective field of Create Checklist item with adequate data to create a Checklist.
Please note the details of the parameters required to create a checklist item in the Fogwing CMMS Platform.
Parameters | Description |
Checklist Item Code | unique checklist item code. |
Description | Enter the checklist description that needs to be followed. |
Position | Enter the position at which the checklist items need to be. |
Click the Submit button to create a maintenance checklist in the Fogwing CMMS platform.
2. How to View/Edit the maintenance checklist in the Fogwing CMMS platform?
Login to your Fogwing CMMS account by going to https://cmms.fogwing.net/
Click on the setting icon present on the menu bar.
Click on the Action card on the setting page and select the Checklist card in Action.
You will be directed to the Checklist Template page.
Click the Three Dots under the Action field on the Checklist templates page.
Click on the View/Edit option.
View/ Edit the Checklist templates and checklist according to your requirements.
Click the Update button once you are done updating the Checklist template.
Understanding how to view/Edit the checklist item in the Fogwing CMMS platform
You can View/Edit the checklist item once you successfully create a Checklist in the Fogwing CMMS platform.
Now learn how to View/Edit a checklist in the Fogwing CMMS platform:
Once you finish viewing or updating the checklist, click the edit icon under the action column on the Update Checklist Template page.
Click on the View/Edit option.
You can view/Edit the checklist item according to your requirements.
Click on the update button to update the changes made in the checklist.
3. How to Delete a maintenance checklist template in the Fogwing CMMS platform?
Login to your Fogwing account by going to https://cmms.fogwing.net/
Click on the setting icon present on the menu bar.
Click on the Action card on the setting page and select the Checklist card in Action.
Click on the Three dots under the Action column for the checklist templates you want to delete.
Click on the delete option.
Once you click delete, you will get a popup with the notification, 'Are you sure to delete checklist_name'?
Click on the Yes button to successfully delete the checklist templates in Fogwing CMMS.
Understanding how to delete the checklist item in the Fogwing CMMS platform
Now learn how to View/Edit a checklist in the Fogwing CMMS platform:
Click the edit icon under the action column on the Update Checklist page, against the checklist you wish to delete.
Click on the Delete option.
Once you click delete, you will receive a popup with the notification 'Are you sure to delete checklist code.'
Click on the Yes button to successfully delete the checklist in the Asset+ platform.
What Next?
The next step is to generate the one-click AI-recommended checklist with Open AI-GPT:
Click on the link below to learn how to create checklists from Checklist Recommendation Engine Powered by Open AI.
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For any feedback and enquires on the functionalities of the plant in Asset+, write to our support team at support@fogwing.com