Checklists and evidence

Who this is for: field workers.

What you will learn: how to complete a checklist correctly and capture evidence that will stand up to review.

How a checklist behaves

• It is a snapshot of the template when the job was created.
• Every item has a type and may be required.
• Some items only appear when a previous answer unlocks them.
• Required evidence is shown next to the item.
• You must save each step.

Item types

Record a reading

1. Enter the value.
2. Check the unit (bar, °C, Ω, mm).
3. If the value is outside the allowed range, the screen asks for an action.
4. Record exactly what you did:
   • adjusted
   • isolated
   • reported
   • made safe
5. Save the step.

Do not change a reading to fit the range. A real out-of-range value is useful data.

Evidence rules

A photo must show what the caption says it shows. If you write "leak at mechanical seal", the seal must be visible.

If a photo will not upload

1. Check signal.
2. Keep the app open; uploads may be queued.
3. Try a smaller photo or the gallery.
4. Do not delete the job or clear app data.
5. Tell the office before you leave site.

Failed items and defects

A fail is not the end of the job.

1. Record the failure.
2. Add a photo if required.
3. Record a defect with severity and impact.
4. State whether the asset is still available.
5. State what parts or follow-up work are needed.
6. Tell the customer what they must not use.

Tips

• Tip: Complete the checklist in order. Conditional items depend on earlier answers.
• Tip: Write observations a stranger could understand a year later.
• Warning: Do not mark an item as not applicable without a reason if the checklist asks for one.

Check your understanding

1. What happens when a reading is outside the allowed range?
2. What are the four evidence types?
3. What should you do if a required photo will not upload?

Related: Working a job · Defects, parts and follow-up work · Safety checklists, RAMS and SPA