Checklists

With TRASER DMS you can create checklists to structure and standardize work processes.
In addition, checklists allow you to enter information without having to open the service item card.
The checklists that have been created with TRASER DMS can also be used in mobile applications like {Mobile Rent} so that your employees can add data while on the go.

This chapter covers the following topics:

• Setting up number series for checklist templates,
• Setting up number series for checklists,
• Creating a checklist template,
  • Group,
  • Information,
  • One-Line Textbox,
  • Multi-Line Textbox,
  • Checkbox,
  • Number Field,
  • Date Field,
  • Radio Button,
  • Selection Field,
  • Image,
  • Images,
• Copy Checklist Template,
• Use Checklists.

The following section describes how you set up the number series for checklist templates.

Setting up number series for checklist templates

This section describes how you set up the number series for checklist templates. This is necessary as it ensures that the checklist templates will have sequential and clear numbers.

Proceed as follows to set up the number series for checklist templates.

• Use the quick search in TRASER DMS 365 (ALT+Q) to find the page TRASER Checklists Setup.
• The page TRASER Checklists Setup is displayed.
• Open the drop-down list of the Template Number Series field.

• To create a new number series for checklist templates, please open the drop-down list and click New at the bottom of the window.
• The window Select – Number Series is displayed.
• Use the Code column to enter a code for the number series.

• Use the Description column to enter a description for the code (e.g. Checklist Template).
• Use the Starting No. field to enter a starting number for the checklist templates (e.g. CV000001).
• Do not fill out the Ending No. field.
• Activate the check boxes in the Standard No. and Manual No. columns.
• Click OK to close the list.

You have successfully set up the number series for checklist templates. Proceed as follows to set up the number series for checklists.

Setting up number series for checklists

This section describes how you set up the number series for checklists.
Please proceed as follows:

• Use the quick search in TRASER DMS 365 (ALT+Q) to find the page TRASER Checklists Setup.
• The page TRASER Checklists Setup is displayed.
• Open the drop-down list of the Checklist Number Series field.

• To create a new number series for checklists, please open the drop-down list and click New at the bottom of the window.
• The window Select – Number Series is displayed.
• Use the Code column to enter a code for the number series.

• Use the Description column to enter a description for the code (e.g. Checklist).
• Use the Starting No. field to enter a starting number for the checklist (e.g. CH000001).
• Do not fill out the Ending No. field.
• Activate the check boxes in the Standard No. and Manual No. columns.
• Click OK to close the list.

You have successfully set up the number series for checklists. Proceed as follows to set up a number series for the checklists. This section describes how to create a checklist template.

Creating a Checklist Template

This section describes how to create a new checklist template.
Checklist templates allow you to create a checklist that you can use for a wide range of machines or items.
Proceed as follows to set up a checklist template:

• Use the quick search in TRASER DMS 365 (Alt+Q) to find the page Checklists Template List.
• The page Checklists Template List is displayed. The table contains all checklist templates that have already been set up.
• To set up a new checklist template, click New in the menu bar.

• The page Checklist Template is displayed. The page contains the following fields:

• Please fill out the fields.
• You have successfully filled out the header for the checklist template.
• Scroll to the Lines tab and enter the fields for the checklists.

The following sections present the available fields: