Concepts

Tasks

Settings

Setting Checksheet Options

Using the Options tab in checksheet settings, you can set the following properties:

•	Either allow checksheets to be created manually or have APM create them automatically when the work order is marked as planned

Note: This option does not apply to checksheets created by mobile activities (Mobile or Remote).

•

Indicators that are selected for work order tasks, standard tasks, and task templates can be arranged in a specific order using sequence numbers. When you add indicators to one of these documents, the system adds default sequence numbers. To make it easier to re-order the indicators, you can have the system increment the default numbers by an amount larger than one (for example, ten)

•	Select a gauge type for displaying the percent completed on checksheets. APM comes with the Checksheet percent complete style of gauge, which looks like this on the Checksheet window:

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

•	Specify the format of checksheet numbers and view the number to be assigned to the next checksheet created.

This topic explains how to set these checksheet options.

To Set Checksheet Options

1.	From the Site window, select the Inspection Management view, the Settings tab, and then the Checksheets tab. Select the Checksheet Settings node in the tree.

Tip: You can also click the Administration menu, Inspection Management Settings, and then Checksheet Settings. The Checksheet Settings window appears.

2.	Select the Options tab.

3.	Click Edit to modify the site settings. The Edit button is replaced by the Save button.

4.	Set the options:

Setting Name

Description

Checksheet creation

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

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.

Gauge type

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

Checksheet form

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

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.

Note: The Next number box shows the number that will be assigned to the next checksheet to be created.

5.	Click Save.