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Build a task checklist

A Matrise checklist lists the steps of a maintenance task, so every technician does the same checks and records the same readings. A checklist belongs to a task on an asset type, so "Every asset of this type will follow this checklist."

Open the checklist editor

  1. Open an asset of the type and go to the Maintenance tab.
  2. Beside the task, click Add checklist. If it already has one, the button shows Checklist and the number of steps.

Add steps

For each step:

  1. Under Step, enter What to do or check, for example "Seal dry".
  2. Choose the Type: Pass or fail, Reading, a number or Note, free text.
  3. For a reading, enter Lowest OK, Highest OK and the Unit. A reading outside them counts as a failure.
  4. Choose a Phase, optional, to group steps: Prepare, Isolate and make safe, Inspect, Adjust or lubricate, Test or Restore.
  5. Add an Instruction, optional, shown under the step.
  6. Tick Required if the step must be answered, and Photo required if it needs a photo.
  7. Tick Raise a repair if this fails to book corrective work automatically when the step fails, and choose when it is due under Repair due.

Click Add step for the next one. Use Move up, Move down and Remove to arrange them.

Save

Click Save checklist, or Cancel to discard your changes.

Each save creates a new version. Work already done keeps the version it followed, so old records read the same.

Remove a checklist

Click Remove checklist in the editor, then confirm.