Contract checklist items
Checklist items contain additional technical or other information on a maintenance activity. The information is intended for a tradesperson carrying out the contractual maintenance. When maintenance orders are generated in Work Orders , the checklist information can be included in a ticket or report for the person carrying out the maintenance. Field engineers working with the Planon AppSuite - Field Services app, will receive the checklist information on their mobile devices.
There are three ways to 'link' checklist items for contractual maintenance to a contract activity definition:
• you can add them directly to the contract activity definition in Contracts , at > .
• when you apply a standard activity definition from the Maintenance Library, you can select an option in the Apply standard service plans dialog to either:
◦ use the standard checklist items. In that case, the checklist items taken over from the standard activity definition on generating orders.
◦ copy the standard checklist items. By doing this, you make the checklist items contract specific. The set of items can be expanded or narrowed down to fit your specific contractual requirements.