Mandatory Checklists

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?
Ensuring technician's complete their required checklists.
How is the problem being addressed today, if at all?
It isn't
Product Area?
Work Order Management
What version of ServiceMax are you on?
Winter 18
1 Comment
Product Team
Product Team
Status changed to: Delivered

This should be possible today. Use the Source to Target update feature to update a certain field on the parent work order when checklist has been completed (use this as a flag). Then create a rule on the wizard that doesn't access to the action for closing the work order unless that flag is set. You can also use data validation to display an error or warning depending on flag status.