Page | 2 (Updated August 14, 2024)
Hands-On Learning | Proximate Cause: Equipment Tracking and Pull Types
The Status (Active or Inactive) allows the checklist to be
utilized on equipment.
The Check Interval (Days) determines how frequently you
want the checklist to be presented when selecting a
particular piece of equipment with this checklist. The
Prompt for Service Hours option adds one more prompt for
usage time.
3) Click the Save button to create the new Safety Checklist.
4) Click the Prompts tab on the Safety Checklists page.
5) Within the Prompts tab, click the Edit button to open the
Properties side bar. Then click the Add button to create a
new Prompt.
Step: 1
Prompt: Hydraulic Functions - Functional?
6) Click Save to commit the new prompt and it will show up in
the list on the left.
7) Repeat the process to add additional prompts!
Step: 2
Prompt: Steering – Functional?
Step: 3
Prompt: No Smell of Propane – Functional?
Step: 4
Prompt: Horn – Functional?
Material Handling Types
Next, let's create our "Material Handling Types" that our
checklists go along with:
1) The Material Handling Types page allows for defining types
of equipment that will be made available within Latitude.
Go to Main Menu Administration Material Handling
Equipment Material Handling Types.
2) Click the Add button and let's create new material handling
types. Let's create one for the propane version of the
forklift and another for the electric version.
3) Set its status to "Active" and give it a meaningful
description.
4) For now, set the "Pull Type" to "Default" and check the
"Change Active Pull Type" checkbox – (more on this in a
bit!).
5) Assign the appropriate "Safety Checklist" for this type of
equipment.
