{"id":3879,"date":"2021-08-25T16:59:38","date_gmt":"2021-08-25T11:29:38","guid":{"rendered":"https:\/\/factech.co.in\/blog\/?post_type=ufaq&p=3879"},"modified":"2023-09-07T05:14:48","modified_gmt":"2023-09-06T23:44:48","slug":"how-to-assign-checklist-to-asset","status":"publish","type":"ufaq","link":"https:\/\/factech.ai\/blog\/ufaqs\/how-to-assign-checklist-to-asset\/","title":{"rendered":"How to map checklist to asset PPM schedule or Work Order?"},"content":{"rendered":"
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\n\t\t\t\tHow to map checklist to asset PPM schedule or Work Order?\t\t\t<\/h4>\n\n\t\t<\/div>\n\n\t\t
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Checklists or instructions are a key part of any Work Order. Checklists help us stay more organized by assuring we don\u2019t skip any steps in a process. They are easy to use and effective. A to-do or instructions list allows you to quickly and efficiently manage your various maintenance and inspections.<\/p>\n

Assets have Work Orders or Preventive Maintenance Schedules. Work Orders are automatically created from the PM schedule.<\/p>\n

\n

If a checklist is mapped to PM schedule then all work orders created through that PM will also have that checklist<\/span><\/p>\n

\n

Checklist has set of instructions It\u2019s simply a list that keeps all of your tasks or instructions to be completed in one place.<\/p>\n

To map the checklist with PM<\/h2>\n

You can map the checklist with PM in 2 ways:<\/p>\n

    \n
  1. Go to particular Asset say HVAC or DG and then open PM for that Asset<\/li>\n
  2. Go to PM schedules and search the respective PM schedule directly.<\/li>\n<\/ol>\n

    1. PM Mapping to Checklist from Asset View<\/h2>\n

    Each Schedule can have a set of instructions.\u00a0 In Kaizen, we can map a checklist to assets ‘ PM by following the given steps:-<\/p>\n

    \u00a01.1 Go to Maintenance -> Asset<\/span>
    \n\"\"<\/p>\n

    1.2 Search the asset from the list of asset you want to assign the checklist.<\/span>\"\"<\/p>\n

    1.3 Now click on PM tab then select the PM if PM don’t exist – create the PM first. If you don’t know to how to create PM Schedule, then click on : How to create PM?<\/a><\/span><\/p>\n

    \"Add<\/a><\/p>\n

     <\/p>\n

    \n

    If you want to map the checklist to specific Job ( WO only) You can directly map checklist to WO as well. by going to WO tab then select the WO\u00a0 if WO doesn’t exist – create the WO first. If you don’t know to how to create work order then click on : How to create Word order?<\/a><\/span>\"\"<\/p>\n

     <\/p>\n

    \n

    1.4 Once you added the PM for the asset, then click on the PM name.<\/span><\/p>\n

    \"\"<\/p>\n

    1.5 A pop up window will appear, in which you have to select the checklist by clicking “Select Checklist Button”<\/span>\"\"<\/p>\n

    1.6 Now select the checklist you want to assign then click on Select button.<\/span>\"\"\"\"<\/p>\n

    2. Map Checklist by directly opening PM directly<\/h2>\n

    2.1 Go to Asset PPM -> PM Schedule\u00a0<\/span><\/p>\n

    \"Preventive<\/a><\/p>\n

    2.2 Search the PM schedule that you want to add checklist<\/span><\/p>\n

    \"search<\/a><\/p>\n

    Remaining steps are same as Point 1 ( 1.5 & 1.6)<\/span><\/p>\n<\/div>\n\t\t\n\t\t\t

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    A How to map checklist to asset PPM schedule or Work Order? Checklists or instructions are a key part of any Work Order. Checklists help us stay more organized by assuring we don\u2019t skip any steps in a process. They are easy to use and effective. A to-do or instructions list allows you to quickly<\/p>\n","protected":false},"author":11,"featured_media":3902,"comment_status":"open","ping_status":"closed","template":"","ufaq-category":[485,1972,1085,1618,487,1801],"ufaq-tag":[1775,1777,1778,1798,1761,1776,1795,1794,2841,2842,1796,2840,1797],"ufaq_folder":[],"class_list":["post-3879","ufaq","type-ufaq","status-publish","has-post-thumbnail","hentry","ufaq-category-asset-management","ufaq-category-cafm","ufaq-category-checklist","ufaq-category-kaizen-cafm","ufaq-category-schedule-maintenance","ufaq-category-work-order","ufaq-tag-assigning-checklist","ufaq-tag-assigning-checklist-to-asset","ufaq-tag-assigning-checklist-to-work-order","ufaq-tag-breakdown-checklist-or-instructions","ufaq-tag-checklist","ufaq-tag-checklist-assign","ufaq-tag-e-checklist-in-preventive-maintenance","ufaq-tag-how-to-add-instructions-in-work-order","ufaq-tag-how-to-configure-checklist-with-ppm","ufaq-tag-how-to-map-checklists-with-preventive-maintenance","ufaq-tag-inspection-checklist","ufaq-tag-map-pm-checklist-to-pm-schedule","ufaq-tag-work-order-checklist"],"aioseo_notices":[],"yoast_head":"\nHow to map checklist to asset PPM schedule or Work Order? - Facility Technology<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/factech.ai\/blog\/\/ufaqs\/how-to-assign-checklist-to-asset\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to map checklist to asset PPM schedule or Work Order? - Facility Technology\" \/>\n<meta property=\"og:description\" content=\"A How to map checklist to asset PPM schedule or Work Order? Checklists or instructions are a key part of any Work Order. Checklists help us stay more organized by assuring we don\u2019t skip any steps in a process. They are easy to use and effective. 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