To ensure that the system is correctly configured for pre-start inspections, there are several key areas that need to be checked and properly set up. These include the mapping of checklist templates to equipment types, ensuring the correct workflow type settings, and verifying that all configurations are in place.
1. Checklist Template and Equipment Type Mapping
Ensure that the checklist template is correctly mapped to the equipment type.
Steps:
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Login as System Administrator or a Custom User Role with the necessary permissions.
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Navigate to Settings > Checklists > Checklist Templates.
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Edit the Checklist:
Select the relevant checklist template and ensure that the Type is set to Equipment. -
Click 'Save':
Save the changes to the checklist template.
2. Equipment Type and Checklist Mapping
Ensure that the correct checklist template is linked to the equipment type.
Steps:
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Login as System Administrator or a Custom User Role with the necessary permissions.
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Navigate to Settings > AssetTray > Equipment Settings > Equipment Type.
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Select the 'Is Checklist Type' Checkbox:
Ensure that the checkbox for Is Checklist Type is selected. -
Select the Correct Checklist Template:
Choose the appropriate checklist template for this equipment type. -
Click 'Save':
Save the changes to link the checklist template to the equipment type.
3. Workflow Type Settings
Verify that the workflow type settings for pre-start inspections are correctly configured.
Steps:
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Login as System Administrator or a Custom User Role with the necessary permissions.
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Navigate to Settings > Workflow Admin > Configure Admin > Workflow Type.
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Edit the Pre-Start Checklist:
Select the workflow for your pre-start checklist (or whatever name is used for your pre-start submissions). -
Ensure the Workflow Process is Set to 'Equipment':
Make sure that the Workflow Process is set to Equipment. -
Ensure the Module is Set to 'AssetTray':
Confirm that the Module selected is AssetTray.
By checking and configuring these settings, you can ensure that your system is properly set up to manage and complete pre-start inspections for your equipment.