Checklist & Work Instructions

Ensure every job is completed safely and consistently with digital checklists and work instructions embedded in OpexMx.

What it solves

• Eliminates variation in how tasks are executed across shifts.
• Provides clear evidence of completion for audits and quality reviews.
• Guides new hires with step-by-step instructions, photos, and diagrams.

Core capabilities

• Drag-and-drop checklist builder with conditional logic.
• Support for numeric readings, dropdowns, photos, and signatures.
• Inline safety prompts, PPE requirements, and isolation steps.
• Automatic attachment to preventive plans, tickets, and projects.
• Real-time validation to prevent job closure without mandatory steps.

Implementation playbook

1. Document the process. Work with SMEs to translate SOPs into discrete steps.
2. Design the checklist. Use question types that match the verification needed (e.g., torque value, pass/fail).
3. Pilot in the field. Gather technician feedback and refine the flow.
4. Roll out. Attach the checklist to all relevant assets or work order templates.
5. Audit results. Review captured data to detect skipped steps or quality trends.

Data captured

• Timestamped step completion with technician identity.
• Measured values and condition photos.
• Non-conformance flags requiring follow-up.

Best practices

• Keep checklists short; link detailed procedures from the Docs & Knowledge Center.
• Highlight critical steps in red to reinforce safety-critical actions.
• Use analytics to compare execution time per technician and identify coaching needs.

KPIs to watch

• Checklist completion rate vs. issued work orders.
• Number of non-conformances raised by checklists.
• Average time per checklist step.