Checklist Sub Procedures

A Checklist Item is a sub-procedure specifically designed to work with the medTester portion of the TMS Fluke Interface. These items are used within Checklist-type procedures and are essential for ensuring that specific tasks are completed accurately and consistently.

To create a checklist sub procedure, the procedure must have Checklist selected.

There are five types of checklist sub procedures:

• Auto sequence: Automatically progresses through a sequence of steps without requiring manual input from the user. It's useful for tasks that need to be performed in a specific order and can be automated.

• Both pass or fail and input: Allows for both a pass/fail assessment and the input of additional data. It is useful for tasks where a simple pass/fail evaluation is not sufficient, and additional information needs to be recorded.

• Input request: Prompts the user to enter specific data or information. It is used when a task requires detailed input from the user, such as measurements or observations.

• medTester remote or pause command: Specifically designed for use with the Fluke medTester device. It allows for remote commands or pauses in the procedure, integrating automated testing with manual steps.

• Pass or fail: Provides a simple pass/fail evaluation for a task. It is used for straightforward assessments where the task either meets the required criteria or it does not.

The Sub Procedures tab includes sections that you can expand or collapse.

The Sub procedures section includes the following:

• ID: Unique identifier for each sub procedure.

• Type: Indicates the type as described above.

• Text: The value describes the purpose of the sub procedure. It comes from the field of the same name on the sub procedure record.

• Required: Indicates Yes/No (previously True/False). It shows the user whether the sub procedure must be completed before the work order it is attached to can be closed.

Create checklist sub procedure

Create new checklist sub procedures to customize workflows and meet specific needs specifically for the medTester portion of the TMS Fluke Interface. Develop checklist sub procedures for each step of a procedure's workflow, providing detailed instructions within a procedure.

1. On the Procedures > Sub procedures tab, in the Sub procedures section, click Create.

2. In the Create checklist item window, enter the following:

   • Type: Select one of the five aforementioned types.

   • Text: Enter the description or instructions for the checklist item. This text displays to the user, guiding them on what needs to be done or what information needs to be entered.

   • Required: Indicates whether the checklist item is mandatory. If marked as required, the user must complete this item before proceeding.

3. Do one of the following:

   • Click Create to save.

   • Click Create another to save and then clear the values to create another record.

4. The sub procedure gets created.

Add a single sub procedure

If you know the sub procedure ID, search for it. If the sub procedure exists, it automatically gets added to the procedure.

1. On the Procedures > Sub procedures tab, in the Sub procedures section, enter a sub procedure ID in Add by ID and press Enter.

   If the sub procedure exists, it's added to the list.

2. Click Update to save.

Add multiple sub procedures

Adding multiple sub procedures at once saves time and increases efficiency. This approach streamlines the workflow and reduces the need for repetitive actions.

1. In the Sub procedures section, click the search icon next to Add by ID.

2. In the Lookup sub procedures window, enter details in or select one or more filters.

3. Click Apply filters.

4. The Results list displays sub procedures that match your search criteria.

5. In the Results list, select each sub procedure you want to add and click Add selected. To restart the search, click Back.

6. The selected assets get added.