Checklists
1. Feature Overview
Checklists in tamato provide a structured way to standardize maintenance tasks and ensure consistent execution. They define step-by-step actions that technicians must complete when performing work.
This feature exists to reduce errors, improve quality, and ensure critical steps are never missed. Checklists help teams deliver reliable, repeatable maintenance outcomes.
2. When to Use This Feature
Use Checklists whenever maintenance work requires consistent steps, verification, or compliance.
Typical use cases include:
Preventive maintenance routines
Safety inspections and audits
Commissioning or shutdown procedures
Quality checks during work execution
Checklists are typically used by:
Maintenance managers defining standard procedures
Technicians executing and confirming work steps
Operations teams ensuring compliance and consistency
3. Step-by-Step Instructions
To create a new Checklist in Tamato:
Navigate to Checklists
Click Add New Checklist
Fill in the required fields:
Title (required)
Estimated time (minutes) (optional)
Description (optional)
Select Label (optional)
Add checklist items:
Enable Required task if the step must be completed (optional)
Enter Task title label (required)
Add Notes (optional)
Click Create
The checklist is saved and becomes available for use.
4. Field Explanations
Title (required)
The name of the checklist.
Best practice: Use clear, task-oriented names (e.g. “Monthly HVAC Inspection”).
Estimated Time (Minutes) (optional)
Expected duration to complete the checklist.
Best practice: Use realistic estimates to support planning and scheduling.
Description (optional)
Additional context or instructions for the checklist.
Best practice: Include scope, prerequisites, or safety reminders.
Label (optional)
Tags used to categorize checklists.
Best practice: Use labels consistently for filtering and reporting.
Checklist Item – Required Task (optional)
Marks the item as mandatory.
Best practice: Use for safety-critical or compliance-related steps.
Checklist Item – Task Title Label (required)
Short description of the task step.
Best practice: Start with an action verb (e.g. “Verify pressure reading”).
Checklist Item – Notes (optional)
Additional instructions or acceptance criteria.
Best practice: Use notes to clarify how to complete or validate the step.
5. What Happens After Submission
After submission:
The checklist becomes available for selection in Work Orders and Preventive Maintenance
Technicians can complete checklist items during work execution
Required items must be completed before work can be closed (if enforced)
Checklist completion data is stored for traceability and reporting
No approvals or notifications are triggered by default.
6. Permissions & Roles
Permissions depend on user roles:
Maintenance Managers can create, edit, and delete checklists
Technicians can view and complete assigned checklists
Other users may have view-only access depending on configuration
Users without sufficient permissions cannot modify checklist templates.
7. Common Mistakes & Tips
Avoid overly long checklists that slow down execution
Mark only truly critical steps as required
Use clear, unambiguous task titles
Reuse checklist templates for recurring work
Review and update checklists regularly based on feedback
8. Short Summary
Checklists in Tamato ensure maintenance tasks are executed consistently and correctly. They standardize procedures, reduce errors, and support compliance.
Well-designed checklists improve quality, safety, and reliability across maintenance operations.
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