Assigned checklists are ready-to-use inspection or task forms created in the system and allocated to specific jobs, assets, or sites. They serve as structured, step-by-step guides to ensure your team collects consistent, accurate data in the field. With clear pass/fail options, remarks sections, and required input fields, these checklists make it easier to maintain service quality, safety compliance, and operational efficiency.
You might see checklists assigned in three common ways:
On an Asset – Check the condition of a specific machine or equipment.
Example: Inspect a coffee machine, forklift, or aircon unit.As Part of a Job – Used during service, installation, or delivery jobs.
Example: Fill out an installation checklist when setting up equipment at a site.At a Site – Check the overall condition or safety of a location.
Example: Do a site safety check before starting work.
Examples of Checklists You Can Set Up in FieldEx
Checklist Your Field Ops Can Do | Business Operation |
Installation Checklist – Confirm setup steps, run tests, and verify successful installation. | Equipment Deployment |
Preventive Maintenance Checklist – Check components, record part replacements, log findings. | Routine Servicing |
Return Condition Checklist – Inspect condition, note damage or missing items. | Returns or Offboarding |
Daily Safety/Audit Checklist – Staff confirm readiness (e.g., tools checked, PPE worn, site cleared). | Start-of-Day Readiness |
Best Practices for Asset Condition Checks
Always ensure the checklist is fully completed before submission to maintain record accuracy.
Provide clear and detailed remarks for any failed or borderline conditions to assist in follow-up actions.
Review the asset history before starting to identify recurring issues or trends.
Update the checklist immediately after the inspection to prevent data loss or inaccuracies.