Perform a Checklist#

So far we have explored how to Create a Checklist and how to Open a Checklist. The final step is to Perform a Checklist. There are several methods to do so, such as Perform Checklist Instance and Perform Immediate Checklist for Material. Let's dive into them.

Perform Checklist Instance#

The Perform Checklist Instance option is only available if the Scope is General and the Execution Mode is Long Running. To proceed, access the Checklist instance and locate the Perform button under the Instances section on the top ribbon.

Selecting this button opens the Perform Long Running Checklist Instance wizard, as shown below. From there, we can execute each Checklist item.

For this example, we prepared a General Checklist to guide the molding process of cookie manufacturing. Selecting the Perform button will open the Perform Long Running Checklist Instance wizard.

The Checklist selected starts with two items with Tracking Type of Start and End, which means we must select the button when we start executing the item and select the button once we finish.

For the third item, which has a Tracking Type of End, we just need to select the button once we conclude the task.

The fourth item has the icon indicating that there’s a Parameter that needs to be measured. If we try to select the button without filling in that information, the system will throw an error, while also showing pertinent information about the ranged configured for the Parameter. After entering the Parameter, select the .

Reaching the last item, select the once you complete the task and select the Save and Close button.

Watch the video below for a closer look.

For more information on executing Checklist items, see the example scenarios showing how to perform items with different Activity Types, how to use the Undo Start functionality, and how to manage Floating, Optional, and Execute Out of Order Checklist items.

Performing Immediate Checklist for Material#

For Long Running Material Tracking Checklists, the Perform New button is available on the top ribbon, as seen below.

After selecting the Perform New button, the system will open the Perform Immediate Checklist for Material page.

Since we enabled the Defined Standard Times and Track Execution Times properties when creating the Checklist, the page displays relevant time-tracking details. The Remaining Time indicates the total time left, based on the specified durations of each Checklist item. The Standard Duration represents the expected duration for the entire Checklist, while Time Spent shows the actual time spent so far. Hovering over the Remaining Time reveals both the Standard Duration and the Time Spent.

Additionally, the Slack field indicates the difference between the specified and actual durations. If the value is 0, it means the task is on time. A Negative (red) value indicates the task is behind schedule, while a Positive (green) value shows it is ahead of schedule.

The video below illustrates a simple scenario, demonstrating what can be accomplished with this functionality.

To wrap up this tutorial, see the Example Scenarios section.