This article will teach you how to create and use Check Steps. TargetSolutions Check ItTM currently offers five different kinds of Check Steps:
Checklist Step Category
Categories allow you to group Check Steps together. Note that you can put multiple different kinds of Check Steps within the same Category.
You can create a new Category by selecting the +Add Category button.
Enter in the title of your new category, then add your check steps.
When adding check steps, enter the step title (required), description (optional) and select mapped ticket type (optional), then click save.
You can repeat the above process to add as many check steps as needed.
To rearrange a check, simply drag and drop it to where you want it to be. Note - checks can only be rearranged from within the same category.
Edit Text Checklist Steps by clicking on the checklist step, making your changes, then click Save
Equipment checklist steps allow you to add an additional dimension to report on as first responders complete the apparatus checks. To read more on this see the article on the Equipment Report.
In order to add Equipment Checklist Steps to a report, you first must Create your Equipment Pools and Equipment Items.
There are two ways you can setup an Equipment Checklist Step:
- Floating Equipment - Some equipment on your truck might float between trucks and stations. A perfect example of this is SCBA bottles. Leave ‘Equipment Item' dropdown blank to allow users to select which Equipment Item they are inspecting during the time of the check report.
- Assigned Equipment - Much of your equipment is assigned to a single truck - like chainsaws, cutters and spreaders, ladders, etc. If that is the case, choose to assign a specific equipment item to the checklist step. When completing a report users will not have the option to select an equipment item.
Equipment Checklist steps show up with a wrench icon next to it both on the mobile apps and while editing. The name will be the name of the Equipment Pool (and item if you chose to assign equipment) and the details will be the details of the Equipment Pool.
Numeric Checklist steps are useful for collecting and reporting on numbers that should be tracked on each report. Some examples are Mileage and Pump Hours. To create a Numeric step simply click Add Check Step, and select Numeric.
Numeric steps show up with a 'Value' field in the Checkstep Details view on the mobile apps.
Numeric steps that you had previously created on any of your departments checklists will show up in the dropdown moving forward on all apparatus. By creating Numeric Steps consistent across the entire department, we can build reports across all apparatus.
Select check steps allow users to select an option from a dropdown while creating the report. It is useful for things like Fluid Levels [1/4, 1/2, 3/4, Full].
To add a Select check step to a checklist you must first create the Select check step. You can re-use your select check step across all your departments checklists. Create new Select check steps by clicking 'Manage Select Steps'.
Auto Generating Tickets From Checklists
You can map a Ticket Type to a Checklist Step. If a Checklist Step with a mapped ticket type is failed, a Work Order Ticket is automatically generated.
The system will only create a new Work Order Ticket if there is not an Open ticket that was previously generated from that Check Step.