Browse Prior Art Database

SYSTEM AND METHOD FOR CREATING AND MANAGING CHECKLISTS

IP.com Disclosure Number: IPCOM000246982D
Publication Date: 2016-Jul-20
Document File: 4 page(s) / 69K

Publishing Venue

The IP.com Prior Art Database

Abstract

The invention proposes a system and method for creating and managing checklists using a software application. The system provides two main features to generate an electronic checklist. The first feature allows creation of checklists for the steps involved in tasks. The system allows the user to create a template manually or automatically by selecting tasks from a list of supported types of tasks. After creating the template, the checklist template draft is released and the template report generated. A second feature of the application is allowing users to create instances of the checklist used for a specific system or project. The user could search for a checklist relevant to a specific job or task. The checklists are uploaded and downloaded from a central repository such as a data server. The system and method provides a simple interface for the user to follow the steps involved in a complex operation such as commissioning an excitation system.

This text was extracted from a PDF file.
This is the abbreviated version, containing approximately 51% of the total text.

Page 01 of 4

SYSTEM AND METHOD FOR CREATING AND MANAGING CHECKLISTS

BACKGROUND

The invention is in general related to power controls and in particular to a system and method for verifying complex operations. Generally, a generic guide is provided by the instruction manuals for complex tasks such as commissioning an excitation system, but the personnel are required to use their own judgment or checklist on testing requirements during the commissioning process. A commissioner may have to manually change or manipulate parameters in the control software at various stages of the commissioning process. Sometimes, a manual error on tests or checks causes inconsistent commissioning in the excitation system and reduces accuracy in the commissioning parameters. Thus, there is a need for an electronic checklist for implementing a consistent baseline test for every unit to improve the commissioning quality of the excitation system.

BRIEF DESCRIPTION OF DRAWINGS

The invention discloses a system and method for creating and managing checklists, wherein:

FIG. 1 shows generation of a checklist template report by a creator.

FIG. 2 shows generation of a checklist template report by a user.

DETAILED DESCRIPTION

The invention proposes a system and method for creating and managing checklists using a software application. The system provides two main features to generate an electronic checklist. The first feature allows creation of checklists for the steps involved in tasks, as indicated in FIG. 1. The system allows the user to create a template by selecting tasks from a list of supported types of tasks. Some tasks would be automated tasks that utilize the automation interface provided by the configuration software tool. The template could include other tasks that would be manually processed by the commissioner or the creator. A template irrelevant to the specific task could be deleted by the creator. After the correct template is created, the checklist template draft is released and the template report generated.


Page 02 of 4

FIG. 1: Generation of a checklist template report by a creator

A second feature of the application is allowing users to create instances of the checklist that could be used for a specific system or project, as indicated in FIG. 2. The user could search for a checklist relevant to a specific job or task. While searching for a specific checklist, the user could view and input the variables for the checklist. Checklists could be managed by the user and those found irrelevant could be deleted. The checklists are uploaded and downloaded from a central repository such as a data server.

The invention provides a simple interface for the user to follow the steps involved in a complex operation such as commissioning...