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Assigning Checksheets to a Mobile Device

If you have a work order task, standard task, or standard job with indicators to read, you can assign the checksheets for these objects to be collected using a mobile device. The assignment automatically creates a mobile checksheet activity in APM.

You can also assign a checksheet created from scratch to a mobile device. The checksheet status must allow checksheets to be assigned to mobile activities.

When assigning a checksheet activity, you can select a specific mobile device or you can assign the computer later from the Mobile Computing view. You can specify any of the maintenance group, shift, employee, and date values. You can also update assignment information for an existing checksheet mobile activity.

Alternatively, you can have APM automatically create a checksheet activity at the same time that a work order is created from a standard task. For more information, see Setting Mobile Computing Options on a Standard Task.

Another option is to set up standard tasks to automatically generate checksheets and mobile activities on a regular basis (using the Generate Standard Task Checksheets scheduled action) without the need for work orders. This is useful in integrated environments where it is not convenient to generate work orders in the CMMS. For more information, see Generating Checksheets from Standard Tasks.

Standard documents in jpg, png, or pdf format that are stored outside of the APM database and assigned to standard tasks are automatically copied to their checksheets when they are created. You can enable an application setting that allows the checksheet documents to be downloaded to mobile devices along with the checksheets.

This topic explains how:

•	To Create a Mobile Checksheet Activity

•	To Enable Checksheet Document Downloads

To Create a Mobile Checksheet Activity

1.	Open the standard job, standard task, work order task, or checksheet.

2.	From the Tools menu, select Indicators, and then Assign to Mobile Computer. The Assign to Computer dialog appears. For example:

3.	Enter the appropriate information:

Setting Name

Description

Mobile computer

The mobile device assigned to collect the data.

Maintenance group

The maintenance group assigned to collect the data on the mobile device. If an employee has already been chosen to collect the data, APM enters that employee’s maintenance group automatically.

Shift

The shift on which you want the data to be collected.

Employee

The employee who is assigned to collect the data for this activity. If a maintenance group or warehouse has already been selected, the list of employees is limited to those who are part of the chosen group or warehouse.

Activity date

The date on which the data should be collected.

Activity type

One-time or repetitive activity. Only activities that originate from a standard task or standard job can be designated as repetitive.

Note: Repetitive activities do not remain on the mobile device after being uploaded to APM. Once the uploaded checksheet is processed, a new mobile activity and checksheet are generated, ready for download to the device.

4.	Click OK. The system creates the mobile checksheet activity and assigns it.

To Enable Checksheet Document Downloads

1.	From the Site window, click on the tool bar. The Enterprise window appears.

2.	Click the Administration menu and then Application Settings. The Application Settings window appears.

3.	Select the Mobile computing tab.

4.	Select Download checksheet documents.

5.	Click OK to save the setting and close the window.