How to add a new checklist run for an asset

A checklist contains runs, which are items in the checklist. You can have multiple runs in progress for one process type.    

To add a new checklist run, go to the Assets module, then click on the Checklists tab inside an asset. Click on Add Run in the top right corner.    

An Add New Run modal window will pop up.   

Fill out the following fields:   

• Checklist – Select a checklist from the dropdown menu. Checklists are pulled from the Checklists module. Note that not all the checklists will appear in the dropdown; their visibility depends on the Applicable To value in the checklist itself. A menu of tasks will appear at the bottom of the window. Select/unselect the sections and subsections you want to include in the run. You must have created at least one checklist in the Checklists module that is applicable to assets for this list to populate. 
  
• Applicable To – The current asset will populate this field by default, but you can choose different items from the list if applicable. 
  
• Title – Give the checklist run a name.  
  
• Description – Add a description of the checklist run.  
  
• Assignee – Assign the checklist run to yourself, another asset member, or a team.  
  
• Measure Time – The Measure Time for the run will be populated from the checklist details. It will show as mandatory, optional, or not measured.  
  
• Due Date – Set a due date for completion of the checklist run.  
  
• Start Date – Set a start date for the checklist run.  
  
• Create Routine – Check the Create Routine box if you want to set up a routine for this checklist run. To do this you have the following options: 

Repetition Cycle Interval – Set a daily, weekly, monthly, or yearly cycle.  

Repetition Cycle Value – Set a Repetition Cycle Value higher than 0.  

Repetition Cycle Start Date (UTC) – The date and time of the first checklist run from the repetition cycle.   

Click on Save to activate your new run.  

Note! Vault Synapse is a highly customizable tool, meaning certain parts and functionalities of the application can be additionally built-in or customized based on your business needs and preferences.    

Note! A user can only access the checklist run information with the relevant permissions/access rights given by the administrator.