Purpose Statement

The bulk checklist feature allows users to perform equipment checks on multiple pieces of equipment simultaneously (up to 30 items at once). This feature streamlines the documentation process for bulk testing scenarios such as annual hose testing, annual SCBA testing, or routine multi-equipment inspections. By recording results for multiple items at once, users can significantly reduce the time and effort required compared to performing individual checks on each piece of equipment.

Background Information

Bulk checks are particularly valuable for departments that need to conduct standardized testing across multiple pieces of similar equipment. Common use cases include:

• Annual Testing Programs: SCBA air pack testing, hose testing, ladder testing
• Routine Inspections: Daily apparatus checks, station equipment inspections
• Compliance Documentation: Meeting regulatory requirements for equipment certification

Prerequisites:

• Equipment must be entered into the Assets module
• A checklist must be created with the "Bulk Check" feature enabled
• Checks must be scheduled in the checklist scheduler (or marked as "Unscheduled" for on-demand use)

Key Benefit: The bulk check feature maintains consistency across multiple equipment items while still allowing for unique responses when individual items fail or require special notation.

Required Permissions

For End Users and Supervisors:

• Assets Module Access
• Equipment Check permissions (view and complete checks)

For Module Managers:

• Assets Module Administrator permissions
• Checklist creation and configuration permissions
• Scheduler management permissions

Note: Specific permission names may vary based on your agency's First Due configuration. Contact your system administrator if you cannot access the Bulk Checks feature.

Video

Step-by-Step Guide

1. Understanding Bulk Check Requirements

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 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.

2. Access the Bulk Checks Feature

1. Navigate to the Assets module by clicking on the Assets dropdown in the main navigation menu.
2. Select "Bulk Checks" from the Assets module dropdown menu.
   

3. Navigating Equipment for Bulk Checks

3. Choose the specific bulk check you want to perform from the Bulk Checks list.

The Bulk Checks screen displays two key views:

• Overdue View: Displays any checks that are past their due date for the selected checklist
• Due Today View: Shows equipment items where the checklist is currently due

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.

Tip: The view fields can be expanded or collapsed by clicking the expansion icon to see additional equipment details.

4. Select the specific equipment items that the check should be applied to.
   • To select individual items, click the checkbox next to each piece of equipment
   • To select all items at once, click the selection box in the header row

5. Click "Start Checks" to begin the bulk check for the selected equipment.

4. Completing the Bulk Checklist

Important Considerations:

• For Pass/Fail questions: The selected answer (Pass or Fail) automatically applies to all equipment items in the bulk check
• For non-Pass/Fail questions: You MUST click the "Apply" button to apply the response to all equipment items in the check
  

• For unique answers on specific equipment: Click the expand icon next to the equipment item and apply the unique selection to that specific piece of equipment

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.

7. Add notes for specific equipment items (if needed) by clicking the note button next to the equipment item.

8. Review your responses and ensure all questions have been answered appropriately.
1. Submit the completed checklist by clicking the Submit button.
   

8. Provide your signature, if required by the agency, and click Save to submit the bulk check.
   
1. Use the Fill button if you have a saved signature in your user profile
   
2. Draw your signature using your finger, stylus, or mouse

5. View Completed Bulk Checks

1. Under Assets select Equipment Overview.
   

1. Find the Equipment Group and individual equipment ID.
   

1. Under Checklist select Checklist History.
   

1. Select the appropriate checklist from the list by clicking the eyeball icon.
   

1. View each answer to the checklist question along with any work orders created, remarks added, or images uploaded.

Best Practices

Do:

• Enable the Bulk Check feature during checklist creation for items that will be tested in groups
• Set Default Answers to "Require User Check" to ensure deliberate responses
• Review the Overdue View regularly to maintain compliance with testing schedules
• Use the expand feature to document unique conditions for individual equipment items
• Add detailed notes when equipment fails to provide context for work orders

Don't:

• Rush through bulk checks without reviewing each question carefully
• Forget to click "Apply" for non-Pass/Fail questions
• Ignore failed items - address work orders promptly
• Select more than 30 items for a single bulk check (system limitation)
• Use bulk checks for equipment that requires significantly different testing procedures

Efficiency Tips:

• Schedule checks in advance to ensure they appear in the Due Today view
• Use "Unscheduled" checklists for ad-hoc testing needs
• Organize equipment by type to make bulk selection easier
• Train multiple staff members on bulk check procedures to distribute workload

Troubleshooting & FAQs

Q: My checklist doesn't appear in the Bulk Checks menu. Why?

A: The checklist must have the "Bulk Check" feature enabled during checklist creation or configuration. Contact your module manager or administrator to enable this feature on the checklist.

Q: What happens if I don't click "Apply" on non-Pass/Fail questions?

A: The answer will not be applied to all equipment items. You must click "Apply" for these question types to ensure the response is recorded for all selected equipment.

Q: Can I perform a bulk check on equipment that isn't scheduled?

A: Yes. Mark the checklist as "Unscheduled" in the checklist scheduler, and it will always appear in the Due Today view for on-demand use.

Q: What's the maximum number of equipment items I can include in a single bulk check?

A: The system supports up to 30 pieces of equipment in a single bulk check session.

Q: If one piece of equipment fails, do I need to complete separate checks for all items?

A: No. You can expand the individual equipment item and provide a unique answer (such as "Fail") while keeping the bulk answer (such as "Pass") for all other items.

Q: How do I view completed bulk checks?

A: Completed checks can be accessed through the equipment history in the Assets module. Each piece of equipment will show the completed check in its individual check history.

Q: Are work orders automatically created when equipment fails?

A: Yes, if the checklist question is configured to create a work order upon failure. The work order will automatically populate with the checklist question as the summary.

Q: Can I edit a bulk check after submission?

A: Once submitted, bulk checks are recorded in the system. Contact your system administrator about your agency's policies on editing completed checks, as this may vary based on compliance requirements.