Checksheet creation

Select whether to create checksheets manually or automatically when work orders are planned complete.

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Increment by

Enter the number by which the system should increment the sequence numbers of indicators to read on checksheets. For example, if you enter the number 5, the system will enter default sequence numbers for indicators of 5, 10, 15, 20, and so on.

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Gauge type

Style of gauge used to show the completion percentage of checksheets, for example, “Checksheet percent complete”.

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Checksheet form

Select the report form to use when printing the work package for a checksheet.

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Format to use

The format to use for the document numbers. The format determines the number of digits in the document number and whether or not the number should be padded with zeros. Document numbers must be unique for objects within each site. The maximum number of digits in a document number is eight. For example, a format that says “%.6u” would generate six-digit numbers padded with zeros: 001234. • % indicates the start of the number definition. • .6 indicates that the numbers should have six digits. Numbers with less than six digits will be padded with zeros. • u indicates that the number is an unsigned integer (that is, it cannot be a negative number). You can also add a site-specific prefix or suffix to ensure that document numbers are unique across the whole enterprise. Enter a prefix before the % sign. Enter a suffix at the end of the format. For example, you could add the letter “R” as a prefix to refer to the site that owns the object, such as R-001234. In this example, you would enter a format that says: R-%.6u, where R- is the prefix.

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Next Number

The next consecutive number for the document. APM enters this number automatically and will check all used numbers to fill in any blanks in the series.

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On creation

Default status applied to the inspection report when the checksheet is created.

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On export

Default status applied to the inspection report when indicators and measurement points on the checksheet are exported to a Microsoft Excel® workbook.

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On readings entered

Default status applied to the inspection report when readings have been entered on the checksheet.

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On processing

Default status assigned to the inspection report when the checksheet has been processed.

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On send for approval

Default status applied to the inspection report when the checksheet has been sent for approval.

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On approval

Default status applied to the inspection report when the checksheet has been approved.

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On redraft

Default status applied to the inspection report when the checksheet’s approval request has been redrafted.

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On rejection

Default status applied to the inspection report when the checksheet’s approval request has been rejected.

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Generation horizon

Specifies how far in the future checksheets are generated from standard tasks.

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Asset type

The selected asset represents the branches in your asset hierarchy. It is used to control multi-thread processing for checksheet generation from interop work orders.

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Link checksheets and work requests

When this option is selected, the linking process matches checksheets to interop work requests based on their interop work orders and assets. A linking reference is added to each checksheet and work request.

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Match on the work request’s asset

When this option is selected, the linking process matches checksheets to interop work requests based on their assets.

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Checksheet type

The selected checksheet type is used to limit the number of checksheets processed.

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Checksheet status

The selected checksheet status is used to limit the number of checksheets processed.

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Work type

The selected work type is used to limit the number of checksheets processed.

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Checksheet export site

Options are: • Checksheet settings are not defined at this site – Options are applied to this site from the first site above it in the hierarchy where checksheet export options have been selected • Checksheet settings are defined at this site – Checksheet export settings defined for this site also apply to all sites below it in the hierarchy

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