Open a Checklist#

A Checklist Instance is the practical application of a Checklist in a specific context. It is an active object created from a Checklist, with its lifecycle operating independently of the original Checklist definition. Multiple instances can be created from a single Checklist, each functioning independently. On the Checklist details page, a dedicated section allows us to view all opened Checklist instances.

graph LR
    A2[Maintenance Activity Order] --- L1
    Main[Checklist] === L1[Checklist Instance]
    N1[Protocol Instance Path] --- L1
    A3[Material] --- L1
    L1 === L2[Checklist Instance Item]
    L2 === L3[Checklist Instance Item Parameter]

classDef mermaid_title color:#000, fill:#fafafa, stroke:#fafafa, stroke-width:0x, font-size:100%, font-weight:200;
classDef mermaid_start color:#000, fill:#fafafa, stroke:#fafafa, color:#fafafa, stroke-width:0x, font-size:100%, visibility: hidden;
classDef mermaid_businessdata color:#000, fill:#65CDE8, stroke:#65CDE8, stroke-width:0px, font-size:100%;
classDef mermaid_businessdata:hover color:#FFF;
classDef mermaid_nonbusinessdata color:#000, fill:#B7DEE8, stroke:#B7DEE8, stroke-width:0px, font-size:100%;
classDef mermaid_entity color:#000, fill:#FB9F53, stroke:#FB9F53, stroke-width:0px, font-size:100%;
classDef mermaid_entity:hover color:#FFF;
classDef mermaid_entitylinked color:#000, fill:#FCD5B5, stroke:#FCD5B5, stroke-width:0px, font-size:100%;
classDef mermaid_context color:#000, fill:#B9CDE5, stroke:#B9CDE5, stroke-width:0px, font-size:100%;
classDef mermaid_context:hover color:#FFF;
classDef mermaid_optional color:#000, fill:#B7DEE8, stroke:#65CDE8, stroke-width:1px, font-size:100%, stroke-dasharray: 5 5;

class Main mermaid_entity
class A1,A2,A3,A4,A5,A6,A7,A8,A9,A10,A11,A12 mermaid_businessdata
class L1,L2,L3,L4,L5,L6,L7,L8,L9 mermaid_entitylinked
class C1,C2,C3,C4,C5,C6 mermaid_context
class N1,N2,N3,N4,N5,N6 mermaid_nonbusinessdata

click Main "../../business-data/checklist"
click A1 "../../business-data/maintenance-plan"
click A2 "../../business-data/maintenance-activity-order"
click A3 "../../business-data/material"
click C1 "../../administration/tables/smart-tables/materialchecklistcontext"

Depending on the scope and other attributes of a Checklist, we might have two options to open a Checklist instance: Open Checklist Instance or Open Checklist Instance for Material. Let's dive into these options.

Open Checklist Instance#

The Open Checklist Instance feature is only available if the Scope is General and the Execution Mode is Long Running. To proceed, simply choose a Checklist that meets these criteria, then locate the Open button under the Instances section on the top ribbon.

Selecting this button opens the Open Checklist Instance wizard. In the wizard, select the Open button, as shown below.

Upon opening a Checklist instance, a wizard will display a success message along with a link to the most recent instance. Selecting this link opens the Checklist instance on a new page.

As explained in the Conditions section, these Checklists can only include a Date Interval condition. If such a condition has been defined for one or more Checklist items, their availability will depend on the date when the Checklist is performed.

For further guidance on the next steps, see Perform a Checklist.

Open Checklist Instance for Material#

The Open Checklist Instance for Material option is only available if the Scope is Material Tracking and the Execution Mode is Long Running. To proceed, simply choose a Checklist that meets these criteria and locate the Open For Material button under the Instances section on the top ribbon, as shown below.

Afterwards, specify a Material for which the Checklist instance will be executed.

Watch the video below for a closer look.

For further guidance on the next steps, see Perform a Checklist.