Scheduling - Checklists

Inspection Schedules include a Checklist feature that allows you to group similar, repetitive safety inspections under a single task. This functionality is ideal for safety checks such as Fire Extinguisher Inspections, Bilge Alarm Tests, or other safety checks required to be performed and recorded on board.

Top Tip: This functionality is specifically intended for safety checks rather than performing maintenance or work. Use it to confirm that systems or components are in the expected state and to complete functionality tests.

Adding a Check

1. Navigate to the Inspection Scheduling module.

2. Select or Create a Schedule.

3. Navigate to the Checklist tab.

4. Click + Add button.

5. Populate information about the Check to be completed;

   1. Title: Short title of the check to be performed.

   2. Equipment: Choose from your Equipment list if this Check related to a piece of Equipment (Optional)

   3. Location: The Location onboard where the check is carried out.

   4. Description: Notes or a step by step guide on how to complete the check.

6. Click Save.

Copying a Check

If you are building a repetitive checklist, for example “Monthly Fire Extinguisher Checks“, and you have all your fire extinguishers listed in the Equipment module, you can create one check and then copy it to all the other fire extinguishers onboard. This greatly expedites the creation of a checklist.

1. In the Checklist tab of an Inspection Schedule, create the first check using the steps in the “Adding a Check” section above.

2. Use a generic title and description that will apply accurately to all fire extinguishers, as these values will be copied.

3. Click the Copy icon on the check.

4. You will be prompted with a list of equipment. Use the filter to find all fire extinguishers.

5. Use the multi-select check boxes to choose the relevant equipment.

6. Click Save.

Reordering a Checks

Checklist items can be reordered via drag and drop.

1. Go to the Checklist section of the desired Inspection Schedule.

2. Click and hold the check you want to move.

3. Drag it to the new position within the list.

4. Release to drop it into place.

Top Tip: Order a checklist in the same manner that it will be completed. By taking the shortest or most logical route around the vessel, users can complete Checklists efficiently.

Moving a Check to a Different Checklist

If you need to reorganize your checklists for example if you decide to split up a Single Fire Extinguisher Checks Checklist into a Checklist for each Deck onboard so you can stagger the checks throughout the month. You can do this using the Move check functionality.

1. Open the Checklist from the “source” Inspection Schedule.

2. Click the Move button for the desired check.

3. Select the “target” Inspection Schedule from the drop down list.

4. Click Save to Confirm.

Deleting a Check

If a check is no longer required, for example if the Equipment the Check is against has been removed from the vessel.

1. Navigate to the Checklist tab of the desired Inspection Schedule.

2. Click the Delete icon or option next to the check

3. Confirm the deletion when prompted.