Operational Checklist
|
|
|
|
The operational checklist is applicable only for those transactions which have been mapped in the master checklist. This activity allows you to set the parameter value for a transaction. You can also attach any additional documents pertaining to a transaction.
Select the “Operational Checklist” activity under the “Notes” business component.
The “Operational Checklist” page appears.
Note: 
Clicking this icon available near certain fields takes you to the help page of the respective field.
The system displays the following:
|
Document No |
The number identifying the transaction. |
|
Amendment No |
The amendment number of the document. |
|
Document Status |
The status of the document. |
Enter the following field details:
|
Checklist level |
Use the drop-down list box to specify applicable checklist level of the operational checklist. |
Note: Two levels of checklists are maintained, they are “Document” and “Line”.
The Document level is applicable for the following activities “Service Work Order”, “Work Breakdown Structure” and “Daily Program Reporting”
The Line level value will be loaded in the Checklist level combo for those transaction for which line level entities are applicable.
Enter the following details:
|
Line No |
Use the drop-down list box to select the line number of the transaction for the specified document number. The combo is loaded with values as defined in the “Report Milestone Completion” activity of “Project Execution” Component. |
The system displays the following:
|
Line Description |
The description of the milestone. |
Enter the following field details:
|
Checklist Id |
The number identifying the checklist. |
The system displays the following:
|
Checklist Description |
The description of the checklist identification number. |
|
Checklist Status |
The status of the operational checklist. |
Note: Checklist status will be ‘Pending’ initially. When all the rows in the multiline have ‘Confirmed’ as ‘Yes’, then the checklist status gets updated as ‘Confirm’
Enter the following field details:
|
Remarks |
Special notes of the operational checklist |
Enter the following details in the “View Child Checklist Details” group box :
|
Child CL ID |
Use the drop-down list box to specify the child checklist number. |
|
Sub Child CL ID |
Use the drop-down list box to specify the sub child checklist number. |
The system displays the following:
|
Child CL Desc. |
The explanation of the child checklist number. |
|
Sub Child CL Desc. |
The explanation of the sub child checklist number. |
The system displays the following in the “Checklist Details” multiline:
|
Serial Number |
The sequential number of the checklist, based on the derivative of category. |
Note: Serial number is generated based on the Category chosen.
1. All the multiline rows which has category as "Heading" or "CL-Heading" will follow the simple rule of Integer values starting with 1 and increments by 1. First row will always be 1. In following rows the first which has category value as "Header" or "CL-Header" will become 1+1 that is 2. And so on the logic for serial numbers for all the Heading and CL-Heading will follow.
2. All the multiline rows which have category as "Sub-heading" or "CL-Sub Heading" will follow the serial number generation in 1.1, 1.2, 2.1, 2.2 etc. format. The number before the decimal number will be the same serial number of the "Heading" or "CL-Heading" which precedes this row.
3. First row cannot be chosen as "Sub-heading" or "CL-Sub Heading"
Enter the following details in the “Checklist Details” multiline
|
Category |
Use the drop-down list box to specify the category of the checklist. The options are “Heading”, “CL-Heading”, “Sub–Heading” and “CL-Sub Heading”. The system displays “Heading” by default. |
|
Checklist Content |
A gist of the checklist. |
Note: Checklist content should be a valid checklist Id in Active status, if the Category is chosen as “CL-Heading” or “CL-Sub Heading”
|
Completion Status |
Use the drop-down list box to specify the completion status of the operational checklist. The options are “Pending”, “Completed” and “Not Applicable”. The system displays “Pending” by default. |
|
Parameter Value |
The value of the operational checklist. Mandatory when the category is chosen as “Heading” and “Sub Heading”. |
|
Standard Value |
Indicates the standard value against each checklist. |
|
Completion Status |
Use the drop-down list box to specify the completion status of the operational checklist. The options are “Pending”, “Completed” and “Not Applicable”. The system displays “Pending” by default. |
|
Updated By |
The name of the person who updated the operational checklist details. |
|
Checked On |
The date on which the operational checklist was verified. |
|
Attach Document |
Click the paper icon to attach any related document. . |
|
Remarks |
Any special notes of the operational checklist details. |
The system displays the following in the “Checklist Details” multiline:
|
Confirmed |
Indicates whether the checklist details are confirmed or not. By default the column will display ‘No’. If the completion status is chosen as ‘Completed’ and on checking the ‘Confirmed checklist’ check box, the column get updated as ‘Yes’. |
|
Created By |
The name of the person who created the operational checklist details. |
|
Created On |
The date on which the operational checklist details were created. |
|
Last Modified By |
The name of the person who modified the checklist. |
|
Last Modified Date |
The date on which the operational checklist details were last modified. |
Enter the following details:
|
Confirmed Checklist |
Check this box, to confirm the operational checklist details. |
Click the “Maintain” pushbutton to manage the operational checklist details.
Enter the following details in the “Print Details” group box:
|
Print Option |
Use the drop-down list box to specify the print option. The options are “Individual” and “Combined”. The system displays “Individual” by default. |
Click the “Print” pushbutton to print the operational checklist details.
