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Checksheets

Intro​

Before begining the Create Checksheet process, Planner need to know that there are 2 methods of inserting a new checksheets, which are:

  1. First, inserting them manually by clicking ono the **+ CREATE** button.
  2. Secon, insert it using the Import Excel function by clicking the IMPORT EXCEL button.

To do the manual process (first procedss), Planner can see the instruction bellow.
If by any chance Planner want to enter it by using the IMPORT EXCEL function, Planner need to follow the instruction that are available using this link --> Import Pre-Made Data.

Create New Checksheets​

1. Go To Check Sheets Page​

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  1. Planner clicks on the Checksheets menu button located under the Maintenance Schedule menu.
  2. After opening the Checksheets page, Planner can click the + Create button to add a new checksheets for certain Assets on the company.

2. Choose Equipment and Period​

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  1. Planner input the Equipment Type by choosing it on the dropdown list.
  2. Planner then can choose on how many period did the equipment needed base on the equipment it self.
  3. Don't forget to turn the switch on, so the schedule are active when either Super Admin, Planner or Section Head need to make a new Work Order.
  4. After making sure on all the data, Planner can click on the SAVE button to completing and also finishing the new schedule creation process.

3. Checking on the Newly Created Checksheet​

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  1. Planner will got a notification which Data question created!, it mean the data are saved successfully.
  2. To confirming it even more, Planner can take a look on the list if there is a new schedule that have the same data input before, also make sure to check if the Status on the schedule are on Active, so it can use later on.
  3. To make the Checksheet Planner can click on the Buat Checksheet button located on the Checksheet column.

4. Create Checksheet for Equipment​

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  1. After making it to the [Equipment] Checksheets panel, Planner can click on the CREATE NEW QUESTION to start making a new question field.
  2. On the Question field Planner need to input a question for checking purposes so the Technicians in field know on what/how to assess the equipment.
  3. The Reference Value are need to be made so the Technicians on the field know what type of answer are expected from the question given by either Planner or Section Head.
  4. The Type Answer are just what the type of answer, it can be "Number", "Letter", or else (need more explanation).
  5. Don't forget to turn the Status switch to on, so its status is Active when either Super Admin, Planner or Section Head want to make a new schedule for the same type of equipment, as the question can be use immediately.
  6. After checking on all the data needed for the question, Planner can save it with clicking on the 💾 icon.

5. Finish (or Create New Question?)​

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  1. Creating new question for the Equipment finish, now if Planner done on making the question, Planner can close the[Equipment] Checksheet page and go back to the Checksheet List page.

OR​

  1. If Planner want to add another question to the check sheets, Planner can click again on the CREATE NEW QUESTION button.

Edit Question?​

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