Creating checklists for maintenance tasks

Modified on Fri, 7 Aug at 5:20 PM


TABLE OF CONTENTS




With TabTool PV O&M, you can tailor maintenance checklists precisely to manufacturer specifications and your own best practices. This ensures that maintenance checklists for your service technicians contain only those inspection items that are relevant to their work.


To create and edit maintenance checklists, log in to the TabTool Office web application. In the left-hand navigation menu, click "Modules" and then "Checklists". 


 



Defining Checklists


To create or edit a maintenance checklist, click on the line "Maintenance Tasks" in the checklist menu. Then, click on the "+ New List" button  in the right column.



You now have the following editing options available (applicable to both newly created and existing lists):



Enter Name and Description


You can specify a name and description for each list or modify existing information as needed. 




Enter a Translation for Name and Description


If you want to provide checklists in further languages, you can enter translations for the name and description of the checklist.


To do this, click on the blue trianglenext to the language setting "English". This will open text fields where you can enter the corresponding translations.





Defining the Checklist Scope


In the next step, you can define the scope of the checklist. First, choose which of the displayed sections should be included in the checklist. If you want to remove a section, uncheck its checkbox on the right side. 




By clicking the arrowat the end of a section entry, you can expand the section and view the checks it contains. By selecting or clearing the checkboxes, you can remove individual checks from the checklist or add them back again.





Note: Remember to activate newly created sections or checks in the list menu so that they are displayed in the inspection order.



Creating and editing checklist content 


To learn how to create new sections and checks, and how to delete or hide sections and checks when required, please refer to: Editing checklist sections and checkpoints.



Further Editing Options for Checkpoints:



Moving / Rearranging sections and checkpoints

You can change the order of individual checkpoints or entire sections by clicking on theicon in front of the respective checkpoint or section heading. Drag the checkpoint or section to the desired new position while holding down the left mouse button. If necessary, you can even move checkpoints to another section.


Translating sections and checkpoints into f languages: 

If you would like to make checklists available in languages other than English, you can enter translations for the names of sections and checks. 


To do this, click on the arrow symbolnext to the language indication in the detail view of a checkpoint or section heading (right column). This will open a translation menu where you can enter or edit translations for all languages supported by the system.




You can also translate the dropdown list of response options for a check into additional languages if needed.



Expanding dropdown lists of checkpoints 


In the "Edit Checkpoints" menu, you can expand the predefined response options of dropdown menus for checkpoints by adding additional response options.


To do this, select the corresponding checkpoint in the checklist overview. In the detail view of the checkpoint in the right column, you will now see the dropdown menu associated with the checkpoint. Below it, you will find a free text field where you can enter an additional desired response option.




You can create as many additional dropdown entries as you like. However, please note that the list becomes difficult to navigate after a certain number of entries. You can delete self-created entries if needed. This is not possible for the entries provided by TabTool.



Rename sections and checkpoints 

If the name of a checkpoint or a checklist section does not fit your needs (anymore), you can easily rename it.


To do this, click on the row of the checkpoint or section In the right column, a detailed overview of this checkpoint or section will open. Click on the text field with the name of the checkpoint or section and overwrite the existing entry with the desired new name. The system will automatically save the changes.




Hide or delete Sections and checkpoints


If you find that you do not need individual checkpoints of a checklist or even entire sections (anymore), you can remove them from the maintenance task checklists in two ways:


a) Delete sections / checkpoints


If you are sure that you do not need a checkpoint or a section, you can delete it. To do this, select the checkpoint / section in the checklist overview and click on the delete iconin the detailed view in the right column. 




A confirmation window will appear, prompting you to confirm the deletion of the checkpoint / section or cancel the action. If the checkpoint / section has already been filled in one or more inspection orders, you will be informed about this in the confirmation window.





You can find out in which orders the checkpoint / section has been filled by checking the detailed view of the checkpoint / section. 




Before deleting a checkpoint / section that has been filled in a matienance order, make sure that the final inspection report for this order has already been created. Deleting a checkpoint / section will remove it retroactively from all previously processed checklists along with the entries made therein.



b) Hide Checkpoints


Instead of deleting checks, you can also simply "hide" them. These checkpoints will still be listed in the checklist settings but will not be displayed in the fillable checklists in the maintenance order.


Especially for checks that have already been filled in several maintenance orders, hiding them is a good alternative to deleting the checkpoint.


To hide a check, click on thebutton in the checkpoint details. This button is located right next to the delete icon.




A window will open, asking you to confirm hiding the checkpoint or cancel the action. 




If you click on "Hide," the checkpoint in the checklist overview will be crossed out and marked with an - symbol. This indicates that you have successfully hidden it, and it will no longer be displayed in the inspection order.




If you want to unhide the checkpoint at a later time, go to the "Edit Checkpoints" menu and click on thebutton in the checkpoint details.



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