Checklists

The Power Of CMMS Checklists

What is a CMMS Checklist?

In CMMS, a checklist is a formal form with a list of written tasks or procedures that a technician must follow to ensure that proper procedures have been completed before a work order is closed out.  Each field in the checklist is recorded and can be tracked and reported on.  Checklists are commonly used for preventive maintenance and can also be used as a formal document and reminder when certain types of events occur (inspections, audits, etc.).  Checklists have the ability to generate follow up work orders when needed and are connected to the original checklist.

Types Of Preventive Maintenance ChecklistsThis image has an empty alt attribute; its file name is Preventive-Maintenance_gallery-e1574785355895.png

Preventive Maintenance (PM) checklists are known by several names, simple checklists, advanced checklists, task lists, task groups, pass-or-fail checklists, step-by-step checklists, etc.  Whatever your organization calls them, they still perform the same function of providing a list of tasks that are created by your organization that needs to get done.

Simple Checklists are ‘to-do lists’, with a few tasks listed with a checkbox next to each item that users check-off when the task has been completed. 

Advanced Checklists provide more in-depth tasks with checkboxes and may include more complex or technical tasks. Advanced checklists allow technicians to gather more specific information than that is required in a simple checklist.  

 Checklist Benefits

  • A formal checklist ensures that all steps have been taken to validate the safety and maintenance of equipment, etc.
  • Resources can be scheduled and allocated to work on specific tasks.
  • More control over analyzing problems and resolution of issues.
  • Checklists can be managed and completed from a computer or mobile device.
  • Technicians can add notes, images, and easily attach documents to work orders.
  • Eliminates miscommunication and reduces errors.
  • Customize checklists to adapt to your specific needs.
  • Be more prepared for audits and inspections.
  • Create and track follow up work orders.
  • Track trends in any field in a checklist.

Checklists For Better Maintenance Management

Incorporating checklists into your work orders is a powerful and valuable tool for any organization.  eWorkOrders CMMS checklists give maintenance teams access to routine checklists right from a work order. Checklists help ensures that tasks will not be missed and tasks are performed quickly, so that teams can focus more on important tasks.  With eWorkOrders, creating checklists for each preventive maintenance task only takes a few minutes and can provide tremendous benefits for any organization.

This is just one of the many tools that you can take advantage of with eWorkOrders CMMS software solution. 

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