We require the ability to define checklists as being mandatory and preventing work order completion based on having not completed all mandatory checklists.
We've looked at different options to work around this with customisation but believe the checklists functionality in ServiceMax will need to support this as a product for it to work effectively offline on the FSA app.
• I suggest a configuration option on the checklist setup to define if it is mandatory or not.
• Then during work order assignment, the system could evaluate how many checklists are mandatory for a work order bases on the checklists entry criteria.
• Finally the checklists completion would need to set some indicator that shows how required checklists have been completed.
This could then be used in an entry criteria for the Work Complete action on an SFM wizard to prevent work complete being pressed until all mandatory checklists are complete.
What is the underlying problem do you intend to solve with this idea?
Be able to force the technicians to inform the checklists. Otherwise most of the checklist are not filled by the technician, since they are optional and not needed to close the WO.
How is the problem being addressed today, if at all?