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Generating Checksheets from Standard Tasks

You can set up standard tasks to automatically generate checksheets and mobile activities on a regular basis without the need for work orders. This is useful in integrated environments where it is not convenient to generate work orders in the CMMS.

Note: This functionality is generally available. To use it in APM, enable feature 51. In the Enterprise window, select the Customization Center view and the Enabled Features tab. Click Browse, select “Support generation of checksheets for standard tasks, without requiring a work order”, and click OK. If APM is running as a smart client, click Refresh Enabled Features on the server. Then restart the client to use the functionality.

To Set up Automatic Checksheet Generation

1.	In the Standard Task window, select the Properties view, Inspection tab, Options tab.

2.	Select Generate checksheet when due. For example:

3.

Set up a scheduled action (Generate Standard Task Checksheets) with the appropriate recurrence pattern. This scheduled action determines the standard tasks on a site whose next due dates are on or before the checksheet generation horizon. It also calculates the checksheet planned start date and updates the indicator next planned reading date and the standard task’s next due date.

For more information, see Creating a Scheduled Action.

Tip: You can also generate checksheets manually for testing purposes. In the Site window, click the Tools menu, Inspection Management, and then Generate Standard Task Checksheets.

4.	The checksheet generation horizon for standard tasks is set to one week by default. You can change it by selecting the Inspection Management view, Settings tab, Checksheets tab, and Checksheet Generation tab.

5.	Click Edit. The button changes to Save.

6.	When you have finished, click Save.

To support the checksheet generation feature, due-date tracking options have been added to standard task templates and APM Remote standard tasks.