Checklist Designer for Admin
The Checklists feature in ServiceMax involves defining and managing a question library. Checklists are configured from the question library for different types of products and activities that are filled out by technicians at relevant stages of the field service. Reports are generated from the filled-out checklists to analyze the patterns and volumes related to maintenance, troubleshooting, and servicing of products, per technician or team.
Checklists are commonly used in the following business scenarios:
• To ensure the technician performs a set of steps throughout the day, and not necessarily specific to a product or work order. For example, a start-your-day checklist includes to-do items such as Check Tyre Pressure, Check Gas Gauge, etc.
• To ensure install and uninstall procedures applicable to complex machinery are tracked. For example, a heavy-duty equipment installation may involve multiple technicians executing step-by-step procedures across multiple days, in a pre-defined sequence.
• To ensure the sequence of activities to be performed to execute a PM Plan for specific products. For example, PM Plan for a product may involve recording certain readings and status, along with the collection of diagnostics.
• To ensure the troubleshooting checklistto diagnose typical issues that arise with products, for use during Break/Fix jobs are published. For example, a checklist may be used as a decision guide to fix an issue, based on what the technician encounters in the field.