Checklists: Assigning and Scheduling Checklists for Apparatus, Equipment, Stations, or Kits
Purpose
- To explain how to assign and schedule checklists in the First Due Assets module.
Video
Instruction
1. Select Setup from the Assets Module.
2. Select Check List then, the Checklist Scheduler.
3. Select Add Schedule.
4. Name the schedule.
5. Select a start date and due time (if applicable).
6. Select a Schedule Type.
The "Custom" option allows you to set a cycle of up to 31 days. These are days in a rotation period for the checklist(s) selected, NOT the days of the month.
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.
(Additional guidance for all schedule types can be found at the end of this KBA).
7. The Start Early toggle will allow you to enter a number of hours, days, or weeks that the checklist(s) can be available and completed PRIOR to its scheduled day/time. The measurement of time will not be available until a number is entered in the first field.
8. Select the asset type in the "Applies To" field.
9. Based on the selection made in Step 8, assign this schedule with the Each or Group options.
10. Select the checklist you wish to schedule in the Checklist 1 dropdown then, select the corresponding colored "Select" button to enable a scheduling choice.
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.
11. Select Done when finished. Or repeat step 10 for up to two more checklists.
GOOD TO KNOW - Schedule Type Details
Below are additional details and recommendations for "Schedule Type" Options:
On Demand - Enables the checklist to be used anytime.
Custom - Use when you have a unique recurring rotation for a checklist (e.g. every 10 days).
Custom Monthly - Allows scheduling for recurring days of the month i.e., Every 1st and Third Monday.
Daily - Use for daily checks.
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.)
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.)
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...)
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...)
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.)
Every Monday - Use for checks that occur every Monday.
Every Friday - Use for checks that occur every Friday.
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, 2024 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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