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vernonw
May 21, 2020

Operator Checklists

Is anyone currently using operator checklists? if so, are they daily or different intervals. We are just beginning to look at adding this and I am trying to understand the advantage of operator checklists over just PMs.


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Michele Page
May 22, 2020

Hello, The big advantage to doing Operator checklist over pms is that you don't need a work order to trigger the need to do an operator checklist. All you do is go to the operator checklist screen, put in the equipment and then click the button create checklist this will then pull in all the appropriate checklist items. Please note, this does have to be a task plan that was created specifically for operator checklist screen by checking the checkbox on the task plan.(this field is hidden by default). Then you fill in the checklist and click the button to approve/complete it. The results of the checklist will then be recorded on the equipment that you created the operator checklist on. Hope this helps.

Michele Page
Jun 10, 2020

I wanted to be sure that you were aware of a webinar that we are doing this month on Operator Checklists on June 25th at 2:00 EST. Our website has all the details - www.advocoinc.com under Infor EAM training/Infor EAM Webinars.

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