Why Are Checklists Attached to WOs and Not Elsewhere?

In Fieldclix (FCX) Photo/Video Checklists represent itemized deliverables for the Work Orders (WOs) under a Build Plan (BP). Most of these deliverables might be acquired at any point over the course of the project. As such, the following rule applies:

• Checklists are WO-specific, but not dispatch-specific.

You can attach a checklist to a WO, and it will be available to the crew on any day on which they are dispatched to said WO.

NOTE
There is an exception to the above rule: If a checklist is set as “recurring,” a new “copy” of the checklist will be added as a requirement for each day the WO is dispatched. These items can still be resolved after-the-fact, though.

There are 2 ways to attach a checklist to a WO:

• Attach directly to a specific WO under a specific BP
• Attach to the WO Type, to be populated to all WOs of that type under applicable Scenarios and Customers

Attach Checklist to a Specific WO

To do this, you first need to open the WO card in FCX Desktop.

You can get to the WO card in several ways. 2 common ways are:

• Open WO card via dispatch on calendar
• Open WO card via BP WOs tab in Status dashboard

Open WO Card Via Dispatch on Calendar

To open the WO card via a dispatch, do the following:

• On the Calendar dashboard, click a dispatch to open it's web card

• In the upper-left corner of the web card, click the “open in new window” button to open the WO desktop card

• To get to the WO card from here:
  • Click-into the “Work Order” field to place your cursor
  • On your keyboard, press CTRL + F4 (on some keyboards, CTRL + Fn + F4)
  • The WO card opens in a new window

• Continue attaching the checklist on the WO card per the below

Open WO Card Via BP WOs Tab in Status Dashboard

To open the WO card via the BP WOs tab in the Status dashboard:

• Go to the Status dashboard
• Use the filters and column search boxes to find the relevant BP
• Double-click the BP row (anywhere but the blue text links) to open the BP details below
• Switch to the “Work Orders” tab of the BP details
• Click the WO# of the WO you wish to open
• Continue attaching the checklist on the WO card per the below

Attach Checklist in WO Checklists Table

To attach the checklist to this specific WO:

• Click-into the empty Checklists table on the WO card, just below the column headers to add a new row

• Click the ... (“3-dot button”) at the end of the checklist field to open the list of checklists
• Switch to heirarchy view if you not already in it, so the Checklist Types tree is visible on the left side of the window
• Make sure to select one of the “Work Order Checklist” types, not Asset or Material type
• Double-click a checklist to select and insert it

• After you save the WO, the checklist will be available on all dispatches under that WO

Use Manage WO Checklist Templates to remove a checklist from the WO or to add a new template.

Attach Checklist to a WO Type

When you attach a checklist to a WO Type, you “set a rule” that said checklist should always be attached to WOs of that type under new applicable BPs.

Your “rule” for attaching the checklist to a WO Type can include 2 conditions:

• Scenario
• Region
• Customer

With said rules, a checklist will only be attached to this Type of WO under BPs:

• Under the specified Scenario
• Under a specific Region
• Under the specified Customer
• Under a matching combination of Scenario, Region and Customer

NOTE
After you attach a checklist to a WO Type card, it will be included in any new BPs generated, BUT, it is not yet added to any WOs under BPs that existed prior to you making this change.

You can populate the checklist to ALL relevant, preexisting WOs using buttons on the WO Type card.

Attach Checklist to WO Type Card

To attach a checklist to a WO Type card, you first need to get to said card.

ACCESS
Access to change WO Type cards is generally restricted to the Project Library Managers User Group

There are multiple ways to get to the WO Type card. One way is to first go to the WO desktop card per the instructions above, and open the WO Type card from there. To do this, use the CTRL+F4 trick to open the WO Type record from the “WO Type” field.

Once on the WO Type card, set your checklist rule by doing the following:

• Switch to the “Checklists” tab of the WO Type card Main Content pane
• Click-into the empty “CheckList” table, just below the column headers to add a new row
• In the “CheckList” field, click the ... (“3-dot button”) to open and select from the list of checklists
• Select a Scenario, if applicable: This means the checklist will only be included on WOs under BPs under this Scenario.
• Select a Region, if applicable: This means the checklist will only be included on WOs under BPs under this Region.
• Select a Customer, if applicable: This means the checklist will only be included on WOs under BPs under this Customer.
• Keep in mind these selections are additive:
  • If you enter 3 conditions, the checklist will only be included if all three conditions are met
  • If you enter zero conditions, the checklist will be included anytime at all that this Type of WO is generated

Populate Checklist to Generated WOs

You have set-up a rule to include your checklist on WOs of a certain type under specific Scenarios/Regions/Customers in the last section. This rule will apply to all newly generated BPs (and their WOs).

If you want the checklist to be available on any preexisting WOs, you need to either manually attach it to said WOs, or use the button on the WO Type card to populate it to existing WOs.

To populate the checklist to existing WOs:

• On the WO Type card ribbon Home tab, in the Actions group, click “Update Checklist Templates in existing WOs”
• This script will follow the rules you have applied to the WO Type card Checklists table
• The operation may take a while if there are many applicable BPs and WOs