Work Order | Activities | Checklist Approval panel - HxGN EAM - Version 11.07.01 - Feature Briefs - Hexagon

HxGN EAM Checklists Mobile

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English
Product
HxGN EAM
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Feature Briefs
HxGN EAM Version
11.7.1

From the mobile menu select the Work Order screen and then select a work order, scroll to the Activities panel and select an existing activity. The Activity panel shows the activity details and if the activity has a checklist associated a Checklist Approval panel will appear.

The Checklist Approval panel has the following important attributes:

  1. Performed By Signature: Click the Sign button to sign that you performed the checklist. The system will ask for your password and after that is accepted will show your name and the date and time you signed. Depending on the task plan the label may be different. If the task plan has a responsibility filled in for this field, the label will be replaced by that responsibility. For example, Electrician or Mechanic.

  2. Performed By Signature 2: This Sign button will only appear if the task plan is a joint task plan, meaning it has two different perform by responsibilities. Tap the Sign button to sign that you performed the checklist. The system will ask for your password and after that is accepted will show your name and the date and time you signed. Depending on the task plan the label may be different. For example, Electrician or Mechanic.

  3. Reviewed By Signature: You can accept or reject the checklist data. Depending on the task plan the label may be different. If the task plan has a responsibility filled in for this field, the label will be replaced by that responsibility. For example, Supervisor.

    • Tap the Sign button to sign that you reviewed the checklist and accept the results. The system will ask for your password and after that is accepted will show your name and the date and time you signed.

    • Tap the Reject button to reject the results. The system will bring up the reject popup where you can identify which performed by is rejected and where you can enter a reject reason. Once confirmed the rejected performed by signatures will be wiped clean.

  4. Create Follow-up WO: If one or more checklist items exist that have Follow-up selected and for which no work order is yet requested or created, the system will enable this button. If the user clicks this button.

  5. Create Deferred Maintenance: An organization option controls whether you see this button or the Create Follow-up WO button. One or the other will be displayed, never both.

The availability of the Checklist Approval panel depends on the HxGN EAM version and task plan. If the HxGN EAM version is less or equal to 11.3 or the task plan has Enable Enhanced Planning selected, then the system will hide this panel, because it will use the old checklist popup which has the performed by and reviewed by signature fields integrated on the popup itself.

The system can be configured to only show the performed by signature buttons if the checklist is considered complete for that responsibility (organization option CHCKLCPB is set to ON).