What is an asset checklist

What is an asset checklist

An asset checklist is used to make sure that none of the tasks related to an asset are forgotten about or left without action. Completing recurring tasks ensures that employees follow specific procedures and processes. Creating an asset checklist for these processes helps the organization monitor the completion stages of administration and business cycles. Capturing all stages of a process in a checklist makes sure that tasks are completed and procedures are followed. Checklist assignees take responsibility for the completion of each task. 

To view an asset checklist, go to the Assets module and click the Checklists tab inside an asset. 

On the Checklists page, visual information provides a quick summary of checklists’ progress and shows the number of runs and tasks by assignee. You can also add a new run from this page.  

You can search for a checklist run in two different ways: 

• Manually – Select the relevant checklist run from the list. 
  
• Using filters – Use filters to help narrow down your search. 
  

By clicking on the left side of the title, you will be taken to the Details tab of the checklist, where you can then edit the details of the checklist or add a new run. By clicking on the right side of the title, you will be taken to the Run Tasks tab where you can add results or assign tasks from the checklist. 

Follow these links if you want to learn more about checklists:

• How to add a result in a checklist run
• How to add bulk results in a checklist run
• How to change the assignee of a checklist run
• How to share run tasks with external participants
• How to generate an Excel or PDF report from a checklist run
• How to filter the run tasks view