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How to

How to


Products: Enterprise Central, Enterprise Server, Esmi Sense FDP
Functionalities: Alarms
12/3/2024

Creating a Checklist

You create a checklist to connect it to an alarm, and to guide the user when troubleshooting a triggered alarm.

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A checklist is a set of steps that guides the user to which action to take when an alarm is triggered. If an alarm goes to normal state, the corresponding checklist is also reset and each step has to be checked again.

Checklists can be voluntary or mandatory. You can force the user to check each step in the checklist before the alarm can be acknowledged.

To create a checklist

  1. In WorkStation, in the System Tree pane, select the EcoStruxure BMS server you want to configure.

  2. Click the Control Panel tab.

  3. Click Checklists .

  4. In the Alarm Control Panel , in the Checklist view, click the Add checklist button

     
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  5. In the Add Checklist dialog box, in the Name box, type the name of the new checklist.

  6. In the Description box, type a description for the checklist.

  7. Click the Add step button

     
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  8. In the Add Checklist Step dialog box, in the Name box, type the text for the step to create.

  9. Click OK.

    Note:

    • You can add several steps to the checklist.

  10. In the Add Checklist dialog box, click OK .

  11. Click the Save button

     
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See Also

  • Alarm Functions
  • Alarms Overview
  • User Actions
  • Alarm Control Panel – Checklists View
  • Configuring Forced User Actions
  • Configuring Forced User Actions using WebStation
  • Adding a Checklist to an Alarm
  • Adding a Checklist to an Alarm using WebStation
  • Editing a Checklist
  • Editing a Checklist using WebStation
  • Creating a Checklist using WebStation
  • Import and Export of Supporting Objects