Mandatory Checklists

ServiceMax 18.3, SFDC Winter-19

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?
It is not being addressed.
Product Area?
Installed Base Management Preventive Maintenance
What version of ServiceMax are you on?
Winter 18.2
Sushi Chef
Sushi Chef

This has been requested internally at my company to try and accomplish the same thing.  It would be nice to do this but we also have to consider some additional things.

  • We have multiple checklists per product
  • We have different checklists that would be completed based on the Order Type of the Work Order (Installation / Training / Repair /etc.)
  • We have situation where no checklist would be completed if the Work Order is fixed by phone.
Product Team
Product Team
Status changed to: Under Consideration
Fry Chef
Fry Chef

We were able to customize and mandate atleast 1 checklist is Submitted. However, our challenge was to validate that "all" the checklists are submitted, ie. any checklists that is NOT completed, but started by the technician. 

Calculating the non-submitted checklist was a challenge using the FSA app. Any ideas or product feature would certainly be desirable.