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Restrictions#

Based on the selected scope, some restrictions apply. The table below outlines feature availability based on the selected Checklist Scope. Each row represents a feature, while each column corresponds to a specific scope. A green checkmark () indicates the feature is supported, while a red cross () indicates it is not. Certain features are available only under specific conditions, as indicated in parentheses where applicable.

Scope Exception Management General Maintenance Management Material Tracking Resource Tracking
Execution Mode Long Running Long Running or Immediate Long Running Long Running or Immediate Immediate
BOM (if Long Running)
Product
Data Collection
Data Collection Limit Set (if Data Collection is defined)
Material Deviation Protocol (if Long Running)
Define Standard Times
Track Execution Times (if Define Standard Times is true) (if Long Running and Define Standard Times is true)
Documentation URL

Table: Checklist Scope Options and Corresponding General Data Settings

There are also several specific restrictions to the objects to be used, namely:

  1. If the scope is Material Tracking and the execution mode is Long Running, you can associate a BOM, a Product, a Data Collection, a Data Collecton Limit Set and a Material Deviation Protocol to the Checklist.

    • For scope Material Tracking, the BOM scope must be Weigh And Dispense or Materials and it must be effective.
    • For scope Maintenance Management, the BOM scope must be Parts and it must be effective.
    • There must be a match between the BOM items in the referenced BOM and the BOM items in the Checklist item.
    • For all Checklist items that reference the same BOM item, either all specify a Quantity or none do.
    • The same Product can only be referenced once in the same Checklist item.
    • The sum of the Quantity of all Checklist items that reference the same BOM item must be less or equal than the corresponding BOM item quantity.
    • The Data Collection Limit Set will only be used when opening a Checklist instance.

  2. If the scope is Material Tracking, Maintenance Management or Resource Tracking, you can associate a Data Collection of scope General to the Checklist.

    • There must be a match between the Data Collection parameters in the referenced Data Collection parameters and the Data Collection parameters in the Checklist item.
    • All Data Collection parameters are different from Rule.
    • For all referenced Data Collection parameters that have Checklist items with FromSample and ToSample values defined, the system must ensure that the number of samples present in all Checklist items that reference that Data Collection parameter is greater or equal to the value for MinSamples in the Data Collection parameter.
    • For all Checklist item Data Collection parameters, either FromSample and ToSample are both defined, or none are.
    • The same parameter can only be referenced once in the same Checklist item Data Collection parameter.
    • If the corresponding Data Collection parameter SampleCountPercentage is defined, the FromSample and ToSample cannot be defined.
    • If the corresponding Data Collection parameter SampleKeyType is SampleSize, the FromSample and ToSample cannot be defined.
    • If the FromSample is defined, the ToSample must be greater or equal to the FromSample.
    • There can be only one reference to the same Data Collection parameter if FromSample and ToSample are not defined (meaning all the parameters must be collected). Also, there cannot be any overlap of FromSample and ToSample values for the same referenced Data Collection parameter.