Equipment: Completing a Bulk Equipment Check
Purpose
- The purpose of this article is to inform users how to perform an equipment check on multiple pieces of equipment simultaneously utilizing First Due's bulk checklist feature.
Idea: The bulk checklist feature is useful for recording results for multiple (up to 30) pieces of equipment simultaneously. This feature will make documenting the results of a bulk test such as annual hose testing or annual SCBA testing a more efficient process than performing a unique check for each individual item.
Video
Directions
Alert: When building the checklist, the Bulk Check feature must be enabled for the checklist to appear in the Bulk Checks menu.
Idea: For optimal functionality in a bulk checklist it is recommended that the Default Answers are set to Require User Check.
Note: The process for scheduling a bulk check is no different than the scheduling process for checks that are to be done individually.
1. To perform a bulk check, click on Bulk Checks in the Assets module dropdown.
2. Select the Bulk Check to perform from the Bulk Checks list.
- The overdue view will display any checks that are overdue for the selected checklist.
- The view fields can be expanded or collapsed by clicking the expansion icon.
- The Due Today view will display the current equipment items that the checklist is due for.
Note: Checklists that are marked as "Unscheduled" in the checklist scheduler will always appear in the Due Today view and can be started at any time.
3. Select the specific equipment that the check is to be applied to.
- To select all, click the selection box in the header row.
4. Click on Start Checks to begin the check for the selected equipment.
5. The selected answers will apply to all pieces of equipment in the bulk check.
- If the checklist question is NOT a pass/fail question. The user MUST click Apply to apply the response to all equipment items in the check.
- To select a unique answer for a specific piece of equipment, click the expand icon and apply the unique selection to the piece of equipment that it applies to.
Info: Checklist questions that are designated to create a work order if "Fail" is selected will automatically create a work order with the checklist question as the summary in the work order.
- Notes can be recorded for a specific piece of equipment by clicking the note button.
6. Complete the checklist and submit.
- Completed checks can be viewed by expanding the Completed view.
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