Concepts

Tasks

Settings

Controlling Checksheet Download and Export Using Checksheet Settings

Your organization can use checksheet type and status to mark a checksheet as ready to be downloaded to APM Remote or APM Mobile Inspections and/or as ready to be exported to Excel®. For example, your company might require that an inspection plan be reviewed and validated before the checksheets can be downloaded to mobile devices for readings to be taken.

Individual checksheets can also be marked manually as ready to download or export.

Setting up this functionality involves:

•	Create or update checksheet types that enable collection methods:

•	Create or update checksheet status actions and events:

Checksheets with a type and status that support these options are automatically marked as ready to download or export. For example:

If necessary, you can mark the checksheet as not ready by clicking the appropriate button.