In FieldEx, you can submit inspection feedback using the checklists feature. Checklists are used to guide field users through consistent, compliant inspections whether for preventive maintenance, safety, or quality control. Understanding how digital checklists work helps all users from technicians to managers ensure job quality, automate follow-up actions, and keep asset data accurate.
This article explains:
How to update asset information from the checklist
Where to view and manage submitted asset inspections
Update Asset Information from the Checklist
Inspecting asset conditions can be done using asset-specific checklists. When an asset is selected, the relevant checklist is automatically applied. Once the technician completes the checklist and enters the necessary details, they can save it to update the asset’s condition. The system will then automatically adjust the asset’s condition based on the input provided.
Fieldex allows technicians to update asset details while completing a checklist. This helps ensure real-time tracking of asset status and condition.
Asset Status:
If enabled, technicians can modify the operational status of an asset, such as marking it as "Needs Repair."
This feature is useful for preventive maintenance and troubleshooting checklists.
Meter Reading:
When enabled, technicians can record updated meter readings to track usage-based maintenance.
This ensures accurate servicing schedules for assets such as vehicles or heavy equipment.
Where to Review Completed Checklists
Completed checklists are saved against the related asset or job. Users with appropriate permissions can view the full response history and any linked follow-up actions.
Path: Assets > Open Asset > Checklist Tab
To review a submission:
Click the checklist entry to open the Checklist Details Page
The details page includes:
All submitted answers
Job Order: Auto-generated jobs based on flagged responses
Tasks: Tasks assigned from checklist logic
Spare Parts: Requested items based on specific answers
Common Use Cases
Preventive Maintenance: Monthly generator inspections that capture condition and meter readings
Quality Control: Goods receiving checklist that flags missing or damaged items
Safety Check: Daily forklift checklist that disables job continuation if a critical fault is detected