# Test Point Checklists in FaciliWorks Essentials — More Than Just “Steps”

**URL:** <https://forum.cybermetrics.com/t/test-point-checklists-in-faciliworks-essentials-more-than-just-steps/138>\
**Category:** Faciliworks Essentials\
**Created:** [February 4, 2026, 12:56am UTC](https://forum.cybermetrics.com/t/test-point-checklists-in-faciliworks-essentials-more-than-just-steps/138 "2026-02-04T00:56:57Z")\
**Posts on this page:** 1\
**Page:** 1

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**Author:** ![aavila](https://avatars.discourse-cdn.com/v4/letter/a/a6a055/32.png) [@aavila](https://forum.cybermetrics.com/u/aavila)\
**Post date:** [February 4, 2026, 12:56am UTC](https://forum.cybermetrics.com/t/test-point-checklists-in-faciliworks-essentials-more-than-just-steps/138/1 "2026-02-04T00:56:57Z")

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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:**

- Defines acceptable **measurement ranges** for calibration test points

- Captures numerical input during calibration events

- Automatically determines **pass/fail** based on entered values vs defined tolerances

**Why it matters:**

- Standardizes calibration results across technicians

- Eliminates manual pass/fail interpretation

- 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:**

- Require **Performer Acknowledgement**

- Require **Reviewer Acknowledgement**

**What this enables:**

- Confirmation that a task was completed

- Supervisor or QA sign-off when required

- 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:**

- **Acknowledge Visual Inspection**

- **Perform If Needed**

**How this works in practice:**

- Technician visually inspects the condition of the asset

- If no issue is found, inspection is acknowledged

- 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** :

- **Calibration ≠ Maintenance**

- **Inspection ≠ Repair**

- **Verification ≠ Acknowledgement**

Instead of forcing everything into a single checklist format, Essentials:

- Improves data accuracy

- Reduces unnecessary sign-offs

- Supports both operational efficiency and compliance

- Captures the _right_ level of detail — without slowing technicians down

* * *

**Where These Steps Are Used**

Checklist steps can be assigned to:

- PM Tasks

- Calibration Events

Once assigned, they become part of the execution workflow — ensuring every technician follows the same process, every time.

* * *

- Which step type do you rely on most today?

- Are you using reviewer acknowledgements for critical PMs?

- Do your visual inspections frequently turn into corrective work?

- 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.
