Checklists & sign-off
Checklists with a three-stage review
Standard procedures as templates - with a three-stage review (dispatcher, engineer, reviewer).
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What it does
Template-based checklists, general or device-specific
Item types: checkbox, text, number, select and file
Fields the dispatcher fills in up front, when creating the list
Grouping into sections
Review states from draft through in progress and review to approved or rejected
Item-by-item assessment by the reviewer (OK / not OK) with notes
Rejection with a reason - back to the engineer
Progress calculation and links to tickets
In practice
In practice
A maintenance protocol is worked through from a template, assessed item by item by the reviewer and approved at the end. If an item is rejected, the checklist goes back to the engineer with a reason.
Frequently asked questions
How does the review work?
In three stages: the dispatcher creates the list, the engineer works through it, the reviewer assesses every item and either approves or rejects with a reason.
Are there templates for particular device types?
Yes. Checklist templates can be device-specific and link themselves to the matching device when the names correspond.
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