Maintenance Checklist Report
Custom maintenance worksheet template system with 100+ dynamic fields for PM (preventive maintenance) checklists. Covers equipment inspection, damage assessment, lubrication, calibration, and volume verification. Includes PDF report generation and email distribution.
How It Works
- Set a Worksheet Template on the maintenance request that has "Maintenance Checklist Worksheet" enabled
- Click the worksheet button on the request to open or create the checklist
- Fill in inspection results, pass/fail fields, and technician notes
- Use the Print Worksheet Report button to generate a PDF or email it to a contact
Checklist Sections
The PM worksheet covers these areas (Hamilton-specific):
- Header — Department, owner, revision, instrument info, service engineer, date, service type
- Equipment Components — 1000uL channel, 5mL channel, iSWAP, tube gripper, imaging, CO-RE heads, autoload, HEPA hood, etc.
- Modules — Heat shaker, cooling/heating modules, temperature carrier, CAT shaker, BVS/CVS, decapper
- Maintenance Actions — Save system config, save instrument data, run daily maintenance
- Physical Inspection — Covers, deck, waste station, autoload, iSWAP, 96-head condition
- Damage Checks — Insertion guides, loading trays, torpedoes, stop hooks
- Lubrication & Calibration — PX adjustments, HO/RO checks, autoload calibration
- Final Verification — Volume verification, daily maintenance results
Key Views
- Maintenance request form — "Print Worksheet Report" header button, opens send/print wizard
- Worksheet template form — Hidden "Maintenance Checklist Worksheet" flag