Checklists: Assigning and Scheduling Checklists in Assets

Checklists: Assigning and Scheduling Checklists in Assets

Purpose

  1. To explain how to assign and schedule checklists in the First Due Assets module.

Video



Directions

  1. Navigate to Assets > Setup > Check List.

  2. Select Checklist Scheduler.




  3. Select Add Scheduler.




  4. First, Name the schedule.

  5. Select a start date and due time (if applicable).

  6. Select a Schedule Type. (Please see additional guidance at the end of this KBA).



  7. If selecting "Custom", you are setting up the rotation period for the checklist(s) selected, NOT the days of the month.




  8. If selecting "Custom Monthly", you can select recurring DAY(S) OF THE MONTH. We will use this option for this KBA to illustrate its functionality.




  9. IMPORTANT: Next, select "Applies To", then select Apparatus, Equipment, Station, or Kit.

  10. Based on the selection made in Step 9, choose the apparatus, equipment, kit, or station(s) you wish to assign this checklist to.




  11. Next, in the Checklist 1 dropdown, select the first checklist you wish to schedule. Then select the corresponding colored "Select" button to enable a scheduling choice.

  12. In this example we are using the Schedule Type "Custom Monthly", so select the day of the week. Then use the Option dropdown to select the desired recurring schedule (e.g., every third Monday). NOTE: You must make a selection from the Option dropdown in order for the checklist to be available.

  13. Repeat for up to two more checklists.

  14. Select Done. Nice job. You've just assigned a checklist and set its schedule.





GOOD TO KNOW - Schedule Type Details



  1. Below are additional details and recommendations for "Schedule Type" Options:

    1. Unscheduled - Enables the checklist to be used anytime.
    2. Custom - Use when you have a unique recurring rotation for a checklist (e.g. every 10 days).
    3. Daily - Use for daily checks.
    4. Weekly - Use for weekly checks.  The Start Date field will be the date that defines the recurring day of the week (e.g. if start date is Friday July 1, 2022, then the subsequent days for the check will be Fridays.)
    5. Monthly - Use for monthly checks.  The Start Date field will be the date that defines the recurring day of the month (e.g. if start date is Friday July 1, 2022, then the subsequent days for the check will be the first of the month.)
    6. Every Three Months - Use for checks that occur every three months. The Start Date field will be the date that defines the recurring day of the month (e.g. if start date is Friday July 1, 2022, then the subsequent days for the check will be the first of the month every third month: July, October, January...)
    7. Every Six Months - Use for checks that occur every six months.  The Start Date field will be the date that defines the recurring day of the month (e.g. if start date is Friday July 1, 2022, then the subsequent days for the check will be the first of the month every sixth month: July, January, July...)
    8. Every Year - Use for checks that occur annually.  The Start Date field will be the date that defines the recurring day of the month (e.g. if start date is Friday July 1, 2022, then the subsequent days for the check will be every July 1.)
    9. Every Monday - Use for checks that occur every Monday.
    10. Every Friday - Use for checks that occur every Friday.
    11. Every X Months - Allows users to specify any number of months for the checklist to recur on. The Start Date field will be the date that defines the recurring day of the month (e.g. if start date is Friday July 1, 2022 and the user selects the occurrence to be every fourth month, then the subsequent days for the check will be the first of every fourth month: July, November, March...) 



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