How to map checklist to asset PPM schedule or Work Order?

Checklists or instructions are a key part of any Work Order. Checklists help us stay more organized by assuring we don’t skip any steps in a process. They are easy to use and effective. A to-do or instructions list allows you to quickly and efficiently manage your various maintenance and inspections.

Assets have Work Orders or Preventive Maintenance Schedules. Work Orders are automatically created from the PM schedule.

If a checklist is mapped to PM schedule then all work orders created through that PM will also have that checklist

Checklist has set of instructions It’s simply a list that keeps all of your tasks or instructions to be completed in one place.

To map the checklist with PM

You can map the checklist with PM in 2 ways:

1. Go to particular Asset say HVAC or DG and then open PM for that Asset
2. Go to PM schedules and search the respective PM schedule directly.

1. PM Mapping to Checklist from Asset View

Each Schedule can have a set of instructions.  In Kaizen, we can map a checklist to assets ‘ PM by following the given steps:-

 1.1 Go to Maintenance -> Asset

1.2 Search the asset from the list of asset you want to assign the checklist.

1.3 Now click on PM tab then select the PM if PM don’t exist – create the PM first. If you don’t know to how to create PM Schedule, then click on : How to create PM?

If you want to map the checklist to specific Job ( WO only) You can directly map checklist to WO as well. by going to WO tab then select the WO  if WO doesn’t exist – create the WO first. If you don’t know to how to create work order then click on : How to create Word order?

1.4 Once you added the PM for the asset, then click on the PM name.

1.5 A pop up window will appear, in which you have to select the checklist by clicking “Select Checklist Button”

1.6 Now select the checklist you want to assign then click on Select button.

2. Map Checklist by directly opening PM directly

2.1 Go to Asset PPM -> PM Schedule 

2.2 Search the PM schedule that you want to add checklist

Remaining steps are same as Point 1 ( 1.5 & 1.6)