Checklist
Checklist
Who It’s For
- Maintenance Managers – to ensure every job is properly executed
- Quality & Compliance Officers – to enforce standard procedures
- Supervisors – to assign, monitor, and review checklist results
- Technicians – to complete tasks with step-by-step clarity
- Auditors – to verify past performance, inspections, or compliance data
How It Works
- Create custom checklist templates with fields like dropdowns, numbers, text, and meter readings
- Schedule checklists on specific dates or recurring patterns (daily, weekly, monthly)
- Assign checklists to assets, locations, or employees
- Enforce completion during defined start-end times
- Monitor progress and status: Pending, In Progress, Completed
- Generate reports or export completed data for review
Key Features
- Custom Checklist Templates – Add tasks with input types (checkbox, dropdown,
numeric, text, meter reading), mandatory/optional status, and comments - Asset & Location Assignment – Assign to individual assets, asset groups, or
departments - Recurring Scheduling – Schedule checklists daily, weekly, monthly, or custom
frequency - Time-Bound Execution – Define time windows where checklists can be completed
- Completion Tracking – Real-time status tracking with filters for Pending, In Progress,and Completed
- Reporting – Export checklist results by asset, user, department, or date to Excel or PDF
Strategic Business Outcomes
- Consistency in task execution across teams and shifts
- Reduced human error with digital standardization
- Improved audit readiness with time-stamped digital records
- Faster onboarding of new staff with guided task lists
- Full visibility of checklist progress and task-level compliance
Seamless Integration
- Attach checklists to Preventive Maintenance or Work Orders
- View checklist results in Asset History
- Export results for compliance or reporting systems
- Accessible from the same CMMS dashboard as other modules
What Clients Say
“We use checklists daily for preventive tasks and shift-based inspections. It ensures every
team follows the same process, and we never miss a step.”
— Plant Maintenance Lead, Manufacturing Sector