Site
Site where the checksheet type was created.
See Also

Checksheet type
Name of the checksheet type. Checksheet types are typically used to ensure that modification and repair inspection functionality is available in checksheets, as well as the appropriate inspection activity types.
See Also

Checksheets of this type require approval
When selected, this option indicates that checksheets of this type are sent to an approval route for vetting. Site approval settings must also be set up to for checksheets, including approval routes.
See Also

Can be collected on Excel file
When selected, this option enables checksheets of this type to be exported to Excel®.
See Also

Can be collected on mobile PC or remote tablet
When selected, this option enables checksheets of this type to be downloaded to APM Remote or APM Mobile Inspections.
See Also

Support inspection documents
When this option is selected, the Inspection Documents view appears in the Checksheet windows for checksheets of this type.
Inspectors can attach one or more documents to checksheets in the form of files or generated reports.
See Also

Support the inspection summary view
When selected, checksheets of this type display the Inspection Summary view.
See Also

Supports videos
When this option is selected, the Videos tab is available in the Checksheet window. Checksheet readings support video details.
See Also

Include list of fluid types on Fluid Types view
When this option is selected, the Fluid Types view is available in the Checksheet window. It lists the fluid types associated with the indicators.
See Also

Allow minimum percentage to be updated
This option controls whether the Readings required checksheet property is editable.
See Also

Supports planning view
When this option is selected, the Planning view is available in the Checksheet window for checksheets generated from a standard task.
See Also

Include task labor requirements on requests for work
When this option is selected, labor requirements are copied from the standard task to requests for work created from the task’s checksheets.
See Also

Supports schedule dates
When this option is selected, schedule dates are shown on checksheets of this type.
See Also

Display checksheet properties on readings
When this option is selected, the Indicator Reading window opened from a Checksheet window displays the Checksheet tab.
See Also

Supports checksheet splitting
When this option is selected, indicator readings can be moved to a different checksheet. The checksheet can be split into two or more checksheets.
See Also

Checksheet statuses available with this type
Selected statuses are available for use on checksheets of this type in place of the site default statuses.
See Also

Reading entry style
One of the following options can be selected:
•
List of readings only (default) – Readings are listed in a table. You can use in-line editing to add values or double-click a reading to open the Indicator Reading dialog. You can view the table as a form to navigate between individual readings.
•
List of readings with instructions sidebar – Readings are listed in a table on the left. Instructions for the selected indicator are shown in the sidebar on the right.
•
Readings list with reading entry panel sidebar – Readings are listed in a table on the left. You can enter readings in the right-hand panel and use the navigation buttons to move from one indicator’s reading to the next.
See Also

Checksheet date to default
The standard task’s due date can be copied to the planned start or planned completion of the new checksheet.
See Also

Lag or lead time
Specifies how the checksheet’s other planned date is calculated. For example, if “Planned start” is selected and the lag time is 30 days, the planned completion date is set to 30 days after the planned start.
See Also

Title
When this option is selected, the checksheet title is copied to the request for work created from it.
See Also

Work type
When this option is selected, the checksheet’s work type is copied to the request for work created from it.
See Also

Work classification
When this option is selected, the checksheet’s work classification is copied to the request for work created from it.
See Also

Work priority
When this option is selected, the checksheet’s work priority is copied to the request for work created from it.
See Also

Maintenance group
When this option is selected, the checksheet’s maintenance group is copied to the request for work created from it.
See Also

Operating condition
When this option is selected, the checksheet’s operating condition is copied to the request for work created from it.
See Also

Safety critical
When this option is selected, the checksheet’s safety critical value is copied to the request for work created from it.
See Also

Planner group
When this option is selected, the checksheet’s planner group is copied to the request for work created from it.
See Also

Solution packages
When this option is selected, the checksheet’s solution package information is copied to the request for work created from it.
See Also

Default the planned start date to
The request for work’ planned start date can be defaulted to the following values on the checksheet:
•
End after
•
End before
•
Start after
•
Start before
See Also

Default the planned completion date to
The request for work’ planned completion date can be defaulted to the following values on the checksheet:
•
End after
•
End before
•
Start after
•
Start before
See Also

The checksheet properties selected below are synchronized to the work order’s properties
When this option is selected, whenever an interop work order’s properties change, the checksheet(s) linked to it are updated as well.
See Also

Title
When this option is selected, whenever the interop work order’s Work title changes, the Title is updated on checksheet(s) linked to it.
See Also

Work type
When this option is selected, whenever the interop work order’s Work type changes, the Work type is updated on checksheet(s) linked to it.
See Also

Work classification
When this option is selected, whenever the interop work order’s Work classification changes, the Work classification is updated on checksheet(s) linked to it.
See Also

Work priority
When this option is selected, whenever the interop work order’s Work priority changes, the Work priority is updated on checksheet(s) linked to it.
See Also

Maintenance group
When this option is selected, whenever the interop work order’s maintenance group changes, the maintenance group is updated on checksheet(s) linked to it.
See Also

Solution packages
When this option is selected, whenever the interop work order’s solution packages change, the solution packages are updated on checksheet(s) linked to it.
See Also

Synchronize the planned start date to
The checksheet’s planned start date is synchronized to a date on the work order. Possible values are:
•
End after
•
End before
•
Scheduled end
•
Scheduled start
•
Start after
•
Stat before
See Also

Synchronize the planned completion date to
The checksheet’s planned completion date is synchronized to a date on the work order. Possible values are:
•
End after
•
End before
•
Scheduled end
•
Scheduled start
•
Start after
•
Stat before
See Also

Modification and repair inspection is supported on checksheets with this type
When selected, this option ensures that the Modification Inspection view and functionality are available in checksheets of this type.
See Also

Checksheet with this type are used for fluid condition tests
When this option is selected, checksheets of this type include the Fluid Types view and support the checksheet’s use for fluid condition results.
See Also

Description
The description of the item. You can use this box to include any additional details.