======= Checklists =======

Checklists let you run scheduled inspections on physical assets. You set up reusable **Check** templates (lists of items to inspect), then create **Assignments** that link a check template to a specific asset on a repeat schedule. When a check is due you complete it, and every completed run is recorded in the **Check Log** so you can see what passed or failed over time.

  - **Set up** your physical assets (Tools → Assets → Assets)
  - **Create** check templates with the items to inspect (Tools → Assets → Checks)
  - **Schedule** a check template against an asset (Tools → Assets → Assignments)
  - **Record** each run in the check log and review the trends

===== How do I create a check template? =====

A check template is a reusable list of inspection items.

  - Go to ''Tools'' → ''Assets'' → ''Checks''.
  - Click the ''New'' button (or the create action in the toolbar).
  - In the editor's ''Main'' tab:
    - Tick the ''Active'' box so the template is in use.
    - Enter a ''Name'' for the template and a ''Description''.
    - ''ID'', ''Username'', ''Created'' and ''Updated'' are read-only and filled in for you.
  - Click ''Save'' to keep the template.

===== How do I add items to a check template? =====

  - Open the check template (see ''How do I view or edit a check template?'' below).
  - In the ''Main'' tab click the ''Add Item'' button.
  - The ''Edit check item'' dialog opens. Fill in:
    - ''Active'' and ''Required'' boxes — mark whether the item must be completed.
    - ''Label'' — a short name for the item.
    - ''Description'' — what to inspect.
    - ''Type'' — how the answer is recorded (''Check'', ''Numeric'', ''Text'' or ''Choice'').
    - ''Unit'' — the unit a numeric reading is measured in (for example ''bar'' or ''psi'').
    - ''Min'' and ''Max'' — the acceptable range for a numeric item; readings outside this range are flagged out of range.
    - ''Choices'' — only appears for a ''Choice'' item; list the allowed answers separated by commas. At least one choice is required.
  - Click ''OK'' to add the item, or ''Cancel'' to discard.
  - Double-click any item row to edit it again.

===== How do I view or edit a check template? =====

  - Go to ''Tools'' → ''Assets'' → ''Checks''.
  - Select the template row and click the ''Edit'' action, or double-click the row.
  - The editor opens on the ''Main'' tab showing the template fields and its item table (''Line'', ''Label'', ''Type'', ''Unit'', ''Description'', ''Req'' and ''Active'').
  - The other tabs give you more detail:
    - ''Log'' — every completed run of this template across all assets.
    - ''Trends'' — charts of the recorded readings over time.
    - ''Assigned Assets'' — the assets this template is scheduled against.
  - Change the fields and click ''Save''.

===== How do I create an asset? =====

  - Go to ''Tools'' → ''Assets'' → ''Assets''.
  - Click the ''New'' button (or the create action in the toolbar).
  - Fill in the ''Main'' tab:
    - ''ID'' is read-only.
    - ''Asset Tag'' — a unique barcode/name for the asset.
    - ''Branch'' — pick the branch the asset belongs to.
    - ''Description'', ''Make'', ''Model'', ''Serial No'', ''Condition'' and ''Location''.
    - ''Status'' — choose ''Active'', ''Repair'', ''Out of Service'' or ''Decommissioned''.
    - ''On Loan'' box, plus ''Purchased'' and ''Warranty Until'' dates.
    - ''Notes'' as needed.
  - Click ''Save'' to keep the asset.

===== How do I view or edit an asset? =====

  - Go to ''Tools'' → ''Assets'' → ''Assets''.
  - Select the asset row and click the ''Edit'' action, or double-click the row.
  - The ''Main'' tab shows the asset fields and its ''Diary'' notes.
  - The other tabs show:
    - ''Assigned Checks'' — the check schedules for this asset.
    - ''Check Log'' — every completed check run for this asset.
  - Change the fields and click ''Save''.

===== How do I print asset labels? =====

  - Go to ''Tools'' → ''Assets'' → ''Assets''.
  - Select the asset rows you want labels for.
  - Click the ''Print Labels'' action. Barcode labels with the asset description and tag are printed.

===== How do I schedule a check against an asset? =====

An assignment links one check template to one asset on a repeat interval.

  - Go to ''Tools'' → ''Assets'' → ''Assignments''.
  - Click the ''New'' action. You can also start one from an open check template (pick the asset) or an open asset (pick the check).
  - In the ''Schedule'' tab:
    - Tick the ''Active'' box.
    - ''ID'', ''Next Due'' and ''Interval'' are read-only — the interval text explains the cadence (for example "Every 2 weeks on Monday and Wednesday at 09:00").
    - Use the checks table to pick which template applies: select a row and click the ''Select Check'' button.
    - Click the ''Edit Interval'' button to set how often the check runs.
  - Click ''Save''.

===== How do I set the repeat interval for an assignment? =====

  - Open the assignment (see above) and click the ''Edit Interval'' button.
  - In the ''Edit Interval'' dialog:
    - ''Amount'' and ''Unit'' — how many ''Days'', ''Weeks'', ''Months'' or ''Years'' between checks.
    - Tick the days of the week the check can fall on (for example Monday to Friday).
    - ''Time Slots'' — add times of day the check can be scheduled; click the add button, type a time like ''00:00:00'' and confirm, or select a slot and click the delete button.
  - Click ''OK'' to apply the interval, or ''Cancel'' to keep the old one.

===== How do I run a check that is due? =====

  - Go to ''Tools'' → ''Assets'' → ''Checks'' (or ''Assignments'').
  - The pending/due checks are listed. If you scan an asset's barcode tag, the system finds the checks due for that asset.
  - Open the due assignment and complete each item:
    - A ''Check'' item is ticked off as done.
    - A ''Numeric'' item records a reading; a value outside the item's ''Min''/''Max'' range is marked out of range.
    - A ''Text'' item records text.
    - A ''Choice'' item records one of the allowed answers.
    - Add any ''notes'' for the run.
  - Submit the run to record it in the check log.

===== What does the check log show? =====

The check log records every completed run.

  - Columns: ''Log ID'', ''Completed At'', ''Status'', ''Username'' and ''Notes''.
  - Rows that are not ''Pass'' are highlighted in yellow so failures stand out.
  - Open it from a check template (''Log'' tab), an assignment (''Check log'' tab) or an asset (''Check Log'' tab).

===== What are the different check item types? =====

Each item in a check template records its answer in one of these ways, chosen in the ''Type'' field:

  - ''Check'' — a pass/fail tick box
  - ''Numeric'' — a number reading, checked against the item's ''Min'' and ''Max'' range
  - ''Text'' — free text
  - ''Choice'' — pick one of the allowed answers from ''Choices''

===== What are the different check log statuses? =====

A completed run is recorded with one of these statuses, shown in the ''Status'' column:

  - ''Pass'' — the run passed
  - ''Fail'' — the run failed
  - ''Missed'' — the run was not completed

===== What are the different asset statuses? =====

Assets have a ''Status'', shown in the ''Status'' column and chosen in the editor:

  - ''Active'' — in service
  - ''Repair'' — being repaired
  - ''Out of Service'' — not in use
  - ''Decommissioned'' — retired

===== What are the different interval units? =====

The repeat schedule uses one of these units, chosen in the ''Unit'' field of the ''Edit Interval'' dialog:

  - ''Days''
  - ''Weeks''
  - ''Months''
  - ''Years''

===== How do the checklist screens relate to each other? =====

  - ''Tools'' → ''Assets'' → ''Checks'' — create and manage check templates and their items.
  - ''Tools'' → ''Assets'' → ''Assignments'' — link a template to an asset and set the schedule.
  - ''Tools'' → ''Assets'' → ''Assets'' — maintain the asset register.
  - From an open check template you can create an assignment for any asset; from an open asset you can create an assignment for any check.
  - The check log and trends are shared: the same runs appear under the template, the assignment and the asset.

===== What permissions do I need? =====

The checklist screens appear only if you have the relevant read permission. Actions are further limited by create/update/delete permissions.

| Screen | Menu path | Permission |
| ''Checks'' | Tools → Assets → Checks | Checks (read) |
| ''Assignments'' | Tools → Assets → Assignments | Checks (read) |
| ''Assets'' | Tools → Assets → Assets | Assets (read) |

Additional permission checks:
  - Creating, editing or deleting check templates needs the Checks create/update/delete permission.
  - Creating, editing or deleting assignments needs the Checks create/update/delete permission.
  - Creating, editing or deleting assets needs the Assets create/update/delete permission.