One of the most overlooked but powerful features in FaciliWorks Essentials is how Test Point Checklists are structured. These aren’t just generic task lists — Essentials supports three distinct step types, each designed for real-world maintenance and calibration workflows.
Understanding how (and when) to use each step type can significantly improve data quality, PM effectiveness, and audit readiness.
The 3 Checklist Step Types in Essentials
Range Calculation (Calibration Events)
Used primarily for calibration activities.
What it does:
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Defines acceptable measurement ranges for calibration test points
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Captures numerical input during calibration events
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Automatically determines pass/fail based on entered values vs defined tolerances
Why it matters:
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Standardizes calibration results across technicians
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Eliminates manual pass/fail interpretation
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Supports traceability and compliance requirements
Best for:
Gages, instruments, sensors, and any asset requiring quantitative verification.
Text-Based Step (PMs)
A procedural or instruction-based step used mainly for preventive maintenance.
Available options:
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Require Performer Acknowledgement
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Require Reviewer Acknowledgement
What this enables:
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Confirmation that a task was completed
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Supervisor or QA sign-off when required
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Clear accountability for critical PM actions
Best for:
Lubrication steps, torque checks, filter replacements, safety procedures, or regulated maintenance tasks.
Visual Inspection (PMs)
Designed specifically for inspection-based PM work.
Available options:
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Acknowledge Visual Inspection
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Perform If Needed
How this works in practice:
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Technician visually inspects the condition of the asset
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If no issue is found, inspection is acknowledged
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If an issue is found, corrective work can be performed and documented
Best for:
Belts, seals, hoses, leaks, corrosion checks, general condition monitoring.
Why This Design Works
FaciliWorks Essentials intentionally separates step types to match how work is actually done in the field:
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Calibration ≠ Maintenance
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Inspection ≠ Repair
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Verification ≠ Acknowledgement
Instead of forcing everything into a single checklist format, Essentials:
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Improves data accuracy
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Reduces unnecessary sign-offs
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Supports both operational efficiency and compliance
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Captures the right level of detail — without slowing technicians down
Where These Steps Are Used
Checklist steps can be assigned to:
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PM Tasks
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Calibration Events
Once assigned, they become part of the execution workflow — ensuring every technician follows the same process, every time.
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Which step type do you rely on most today?
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Are you using reviewer acknowledgements for critical PMs?
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Do your visual inspections frequently turn into corrective work?
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For calibration users: how granular are your range calculations?
Drop your real-world use cases below — especially where checklist structure improved consistency, compliance, or technician efficiency.