Assigning Multiple Checklists to One Job

Overview

The Multiple Checklists feature allows users to assign more than one checklist to a job. This enhancement enables greater flexibility, improved documentation, and better compliance with safety regulations.

Benefits of Multiple Checklists

• Enhanced Safety Compliance: Regulatory requirements can be managed with separate checklists for jurisdiction-specific safety measures.
• Better Workflow Distribution: Multiple crew members can work on different checklists simultaneously.
• Customizable Assignments: Default checklists can be assigned based on job site, truck, or customer preferences.

How to Assign Multiple Checklists

Step 1: Navigate to the Operator Checklist Section

Please note: Depending on your selected theme, follow the appropriate navigation step:

1. Classic Theme: Click the RW Logo in the top-left corner.
2. Clean Theme: Click the Resources button in the top navigation bar.
3. Select Operator Checklist from the menu.

Step 2: Manage Checklists

1. Go to the Checklist Management tab.
2. Select an existing checklist to edit or create a new one.
3. Choose actions from the global checklist list and specify if they are required.

Step 3: Assign Checklists to a Job

1. Open the Add/Edit Job Information screen.
2. In the Job Checklist field, select multiple checklists
3. Required checklists will be enforced before job ticket submission.

Step 4: Configure Default Checklists

1. Assign default checklists by job site, truck, or customer.
2. Customer-specific assignments take priority over truck and job site defaults.

Viewing and Completing Checklists in ROTG

• The assigned checklists appear in the Checklists section.
• Operators can complete required checklists before submitting a job ticket.
• Operators can individually add checklist (ex. Power lines checklist scenario)
• A status indicator will show when a checklist is Completed, Required but Incomplete, or Available but Optional.

Printing Checklists

• Users can print all or a subset of assigned checklists.
• The print menu provides options to include only required checklists or optional ones.

Managing Checklists

• Activate/Deactivate: Mark checklists inactive to prevent them from being assigned to new jobs.
• Edit: Modify existing checklists to update their structure.
• Duplicate: Create a copy of a checklist under a new name.
• Delete: Remove unwanted checklists from the system.

Frequently Asked Questions

Q: Can I add more checklists after a job has started? 
A: Yes. Both dispatchers/admins and operators can add checklists after a job has started. Operators can add optional checklists via the ROTG interface, while dispatchers and admins can add both required and optional checklists through the ERP.

Q: What happens if a checklist is marked inactive? 
A: It will no longer be available for new jobs but will remain assigned to existing ones.

Q: Can I assign different checklists to different team members? 
A: No, all assigned checklists are available to any operator on the job.