In FieldEx, checklists are used to guide technicians through consistent, compliant inspections whether for preventive maintenance, safety, or quality control. As a Planner, understanding how checklists work helps you manage job quality, trigger follow-up actions, and ensure asset data is always up to date.
This article explains:
How technicians use digital checklists on-site
Where to find submitted checklist data
How checklist answers trigger follow-up actions and updates
How Checklists Are Used in the Field
When a job or task with an attached checklist is assigned to a technician:
Technician opens the checklist in the FieldEx Mobile App
Each section and question appears in a structured order
They select predefined answers, upload images, and provide notes as needed
Some questions may auto-trigger job orders, tasks, or spare part requests based on the answers
Once completed, the checklist is submitted and saved in the system
Where to Review Completed Checklists
After a checklist is submitted, Planners can view all responses and any triggered follow-up actions:
Path: Asset > Open Asset> Checklist Tab
Click the submitted checklist to open the Checklist Details Page
From there, you can view:
All submitted answers
Job Order: Any job automatically created from a failed answer
Tasks: Tasks generated from checklist logic
Spare Parts: Parts requested based on specific answers
Planner’s Role in Using Checklists
Planners are responsible for:
Ensuring the correct checklist template is attached to job orders/assets
Reviewing submitted checklists for exceptions or failures
Following up on automatically triggered job orders or tasks
Monitoring condition trends, failures, and asset health across inspection history
Tip: You don’t need to manually create a follow-up job every time, just make sure job order templates are linked correctly in checklist answer rules to automate it. |
Common Use Cases
Preventive Maintenance: Monthly generator inspection with condition updates and meter readings
Quality Control: Receiving inspection checklist that flags damaged stock
Safety Check: Pre-use forklift checklist that disables use if safety issue is found