Definition
A checklist consists of a list of tasks that need to be completed in order to do jobs and ensure compliance with regulations.
The Checklists feature in Onix Work consists of 3 levels of organization: checklists, check groups, and checkpoints.
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Checklists: the top level, containing one or multiple check groups.
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Check groups: the second level, containing one or multiple checkpoints. When doing a job, the check group’s status is automatically generated based on the checkpoints’ statuses; however, you can also edit the check group’s status as you wish. To complete a checklist, you have to complete all check groups.
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Checkpoints: the bottom level. Checkpoints are individual criteria with relevant details. To complete a check group, you have to complete all checkpoints by marking their statuses.
Why it helps?
- User-friendly design: Enjoy a modernized and intuitive interface.
- Boosted productivity: Easily create, organize and find checklists.
- Seamless collaboration: Effortlessly share checklists with your partners.
- Enhanced accuracy: Avoid unwanted errors in checklist design and management.
Manage and share checklists
Search, filter, sort and group checklists
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Search: Use the Search box on the top right corner to quickly locate the desired checklist.
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Filter: Enter values in the filter criteria —> Apply. Quickly remove all filters using this button
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Sort: Click on a column’s name to sort the checklists against that field in ascending or descending order.
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Group: Click on a column’s name —> select Group by to categorize checklists accordingly.
Quick actions with selected checklist(s)
Comes with the new Checklists feature is a handy toolbar on top of the list, which includes several quick actions for the selected checklist(s).
Selecting 1 checklist
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Link checklist to Control categories, Products or Equipment:
- Click on
- Click on
—> choose what you want to link the checklist to —> add linked items from the list.
NOTE:
- If you do NOT link the checklist with any control category, product, or equipment, the checklist will be available for ALL equipment.
- If you link the checklist to any specific control category, product, or equipment, the checklist will only be available to what you have linked.
Edit details of the checklist:
- Click on —> a Checklist detail panel will appear for you to view and edit at will.
Preview with or without procedures
- Click on
—> choose to preview the inspection report with or without procedures —> a PDF file is generated for you to view or download.
Create copy of the checklist
- Click on
—> a new checklist is created with a “Copy of” prefix in its name and identical properties to the original one.
Share a copy of the checklist with your connected company
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Click on
—> select the wanted company —> OK. -
An almost identical checklist is created in your partner company’s Settings and its accessibility is set as Private by default.
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If you check the Connect control categories box, the copied checklist will have the same linked control categories as the original.
Delete the checklist: Click on 
—> the checklist will be permanently removed from your company’s system.
IMPORTANT NOTE: You can delete the checklist ONLY WHEN it is not yet used in any jobs.
Selecting multiple checklists
- Delete the checklist: Click on —> the checklist will be permanently removed from your company’s system.
IMPORTANT NOTE: You can delete the checklist ONLY WHEN it is not yet used in any jobs.
Create a checklist
Create or copy
You can create a checklist in two ways: By creating a new checklist or by copying an existing one.
- To create a new checklist, select New > Enter the general details with relevant information > Save.
- To copy an existing checklist, select the relevant item from the list > Create copy > Enter the new checklist’s name > Save.
| Field | Instruction |
|---|---|
| Checklist name | Enter the relevant value. This field is mandatory. |
| Active status | Select the relevant value. A checklist can be selected in jobs only when it’s active. |
| Accessibility | Select the relevant value. |
| - Private: Only your company can use the checklist in jobs and edit it. |
Link a checklist
Link the checklist with specific control categories, products, or equipment to restrict its use to certain inspections. By default, the checklist doesn’t have any links and is available for all equipment.
- Open a checklist > Select Linked to > Select a relevant option: Control category, Product, Equipment.
- In the linked content list, select Add > Select the relevant items > Apply.
- To set the checklist as the default, select the relevant linked items > Set as default. The checklist will appear first when inspectors start a job for relevant equipment.
- To unlink the checklist from any control category, product or equipment, select the relevant linked items > Unlink.
Design a checklist
You can design a checklist in two ways: By copying from an external checklist file, or by creating new checkpoints manually.
Copy from an external file
If you already have the checklist in an Excel sheet, Word table, or other supported format, you can copy the content and paste it into the checklist designer.
Open the external checklist file > Copy the relevant content.
In Onix Work, open the checklist > Select Open Checklist designer.
Select the text box of a check group or checkpoint > Press Ctrl+V. The checklist designer will be filled automatically.
Design a new checklist
Design a checklist to define checkpoints and their procedures that will be completed during job completion.
- Select a checklist > Open Checklist designer > Add a check group > Add a checkpoint.
- Fill in the names of the checkpoint and check group.
- Number the checkpoint and check group or enable Auto-numbering.
- Fill in the checkpoint’s Procedure to include necessary instructions for completing the checkpoint.
- Fill in the checkpoint’s Sample text to suggest comments when inspectors complete the checkpoint.
- Edit the applicable statuses of the checkpoint and define its default status.
You can reorder checkpoints and groups by dragging and dropping. If the Auto-numbering is enabled numbering is updated automatically using the format “00” for check groups and “00.00” for checkpoints.
Tips:
- To quickly add a new checkpoint or check group, press Enter after completing the current one.
- To quickly edit the applicable and default statuses of multiple checkpoints within a group or the full checklist, select Fill down checkpoint statuses.
- To navigate long checklists, use the Expand, Collapse and Quick access functions.
Add drawings to the checklist
Add technical drawings to the checklist to visualize the locations of checkpoints and check groups on the drawing.
- Open a checklist > Select Open checklist designer > View drawing > Upload a drawing. You can upload multiple drawings one by one.
- Select the marker of a checkpoint or check group > Select a location on the drawing. Each checkpoint or check group can have only one marker.
- To find a marker’s checkpoint, select the marker > The corresponding checkpoint will expand in the checklist.
- To find a checkpoint’s marker, select the navigation button > The relevant marker will animate on the drawing.
- To delete a marker, select the remove button in the corresponding checkpoint or check group.
Delete a checklist, check group or checkpoint
- Checklist: In the Checklist detail panel, click on Delete button —> The checklist will be permanently removed from your company’s system, regardless of its link with any jobs.
- Check group and checkpoint: Hover over the check group or checkpoint —> Select the Delete button to remove the check group or checkpoint.
