Checklist & Work Instructions

Sound familiar?

• "Did you remember to lock out the power?"
• "Why does this task take 2 hours on day shift and 4 on night shift?"
• "The new guy doesn't know how to do this properly."

When procedures live in people's heads, quality varies. When they're documented, consistency follows.

The Problem

Every technician does things a little differently. Some steps get skipped. New hires take forever to learn. When something goes wrong, there's no record of what was actually done.

What OpexMX Checklists Do

Embeds step-by-step procedures directly into work orders so tasks are done right, every time.

What You Can Create

• Pass/Fail Checks - Simple verification steps
• Numerical Readings - Capture measurements with min/max validation
• Text Inputs - Notes and observations
• Photo Requirements - Attach images as proof
• Selection Lists - Standardized options for consistency

Embed Where Needed

• Preventive Maintenance - Attach to recurring tasks
• Tickets - Include in corrective work orders
• Assets - Link to equipment-specific procedures

Prevent Premature Closure

Make critical steps mandatory. Tickets can't be closed until required checklists are complete.

Real Example

Before: "Change the filter"

After:

1. ☐ Lock out power supply
2. ☐ Remove filter housing cover
3. ☐ Remove old filter (note: arrow points toward airflow)
4. ☐ Install new filter (verify arrow orientation)
5. ☐ Replace housing cover and secure
6. ☐ Remove lockout and restore power
7. ☐ Run system for 5 minutes, verify no leaks
8. ☐ Photo: new filter installed

Who Uses This?

Pro Tips

• Keep checklists short (5-15 steps max)
• Start with critical safety steps
• Use photos for complex steps
• Reference detailed procedures, don't rewrite them
• Test with technicians before rollout
• Review based on feedback

Integrations

• Preventive Maintenance: Attach to recurring task plans
• Tickets: Include in work order workflows
• Assets: Link equipment-specific procedures
• Training: Use as training aids