For your operators to start using Checklists, you must first have the Checklists feature enabled by Evocon's support team on your selected station(s) - it is a separately licensed feature. Checklists are station-specific (per station licenses). Please get in touch with our support to set this up. Once that has been done, you can start adding Checklists in the Settings module.

Table of contents

• Frequency - set checklist frequency
  • Regular intervals
  • Changeover
  • Quantity produced
  • Downtime reason
  • Daily
  • Manual activation
• Tasks - create tasks for operators
  • Measurement
  • Yes/No
  • Enter text
  • Mark as done
  • Select
• Editing checklists
• **Duplicating** checklists
• **Deleting** checklists

How to create a Checklist group?

1. Go to Settings and open Checklists

   

2. Click on the “+ GROUP” button in the top right corner of the overview

   

3. Fill out the form

   • Group name – the name of the group that will include similar or related checklists.
   • Colour – the chosen colour will represent this group's checklists in reports.

4. Click “Save” if you’re done.

   

How to add new Checklists?

1. Go to Settings in Evocon and click on the “Checklists” box:

   

2. Click on the green „+ Checklist“ button (top right corner) to create a new checklist.

   

Setting up a checklist

1. Fill out the form

   • Checklist name – the name of the checklist that will also be the header on Shift View.
   • Group – use groups to gather similar or related checklists within a unified category.
   • Filters – choose factories and workstations on which the checklist should be used. You can also make the Checklist product-specific.
   • Set frequency – choose the interval and the conditions when the checklist appears on Shift View. More details on setting up frequency here.
   • + Task – create different tasks. More details on setting up checklist tasks here.
   • Description (optional) - describe the standard operating procedure. You can also add clickable URLs here, for example to production instruction documents, etc.
   • Require authentication - if needed, require that operators authenticate themselves when filling this checklist.
   • Checklist status - use the toggle to activate or disable the checklist.

   

2. Click “Save” if you are done.

<aside> ☝ Note: Checklists are disabled by default and must be activated for them to appear on Shift View. The checklist status must be turned ON.

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