See separate instructions on how to fill out checklists here .
If you would like to see a video about how non-conformance management can be done, you can find it in our video library, here .

Once you have submitted a checklist that contains one or more deviations, it is a good idea to take this forward immediately. You can then choose to manually create a work order from the checklist. Here's how to proceed:

• Submit the checklist in the usual way.
• If you submit a checklist via a work order/routine, when you submit the checklist you will be sent back to the page to process the work order/routine. It is a good idea to handle the discrepancies in the checklist first, before later processing the case and setting it to the status Completed.
  Scroll down to where you get an overview of the checklist(s) in the case, and click on the eye icon to open the checklist again:

• Click the Create Work Order button at the top of the page:

• Find the question that contains the deviation, and click on it so that it is grayed out/a green mark appears around the question. If you want to link several of the questions with deviations (if there are several) to the same work order, you can create them as subtasks now. Then click on all the questions that you want to include as subtasks.
  The “main” work order will then be the question you clicked on first, while the other questions will be created as subtasks to this one.
• When processing the work order, it will look like this:

• Under “Signed in via” it says checklist. This button is clickable, so you go directly to the checklist from which the task was taken.
• Once you have selected the question(s), scroll to the bottom of the page and click the green Create work order with x subtasks button. This will bring up the following box:

• If you have several questions with deviations, and want to create separate work orders for all of them (do not create 1 work order with several subtasks as described above), click Create multiple work orders, and repeat the operation in the first points as many times as necessary. When you are finished, you can either click the “Go to work order processing” button, or go back and follow up on the cases later. You will always find all the work orders (deviations) you have now created in the Inbox in LAFT (inside the DV module, in the “Other” cases tab. That way, you (or others) can follow up on the cases continuously.
• Remember to change the status of the work order/routine from which you opened the checklist to Completed when you are finished processing it (if you did not choose to complete the routine when submitting the checklist).
• Process work orders from checklists: All unprocessed cases in LAFT (where a deadline and/or performer is missing) can always be found in the Inbox in the DV module. Cases that come in from checklists can be found in the “Other” tab, and are processed in the same way as all other cases; they must be assigned to the right performer, set a deadline, etc. It is also a good idea to set an action type that you have defined as a deviation. See separate guidance on “flagging” action types , so that they represent a deviation.
  Once you have set the action type and saved, the cases that you define as deviations will be visualized on the overview page:
  

In this part of the guide, we explain how creating work orders from checklists can be done automatically: See separate guide on how to fill out checklists here . If you would like to watch a video on how to handle discrepancies, you can find it in our video library, here . In order for a work order to be automatically created from a checklist when one (or more) discrepancies are registered, the checklist template must first be customized. Here's how to proceed:
In the checklist module > Checklist templates > Manage checklists

Find in the overview (or create..) the checklist template you want to customize. If you want to customize an existing checklist template, click on its name to start editing mode.

Find/add questions, and add answer options Condition level or Condition level from IK-Bygg:

• You will then see that you can select action types. You must have previously set these to represent a deviation ( read more about action types here ). If you select "None" here, no work orders will be created automatically later:

• Click Save when you're done.
• When filling in the form, the following text will appear on questions with TG as an answer option: "Generates work order in case of deviation"

• When the checklist is delivered, work orders will be automatically created for questions with TG2 and/or TG3, both for custom questions and for questions from IK-Bygg. You will be able to find the work orders in the Inbox in LAFT, inside the DV module, in the "Other" cases tab. That way, you (or others) can follow up on the cases continuously.

• Once you have set a deadline and/or performed, the case will disappear from the Inbox. However, you will be able to easily find them again in the work order overview by searching for the text "Variance on checklist":

You can also filter by measure types, if you have several different measure types that represent deviations.

After submitting the checklist:

• Remember to change the status of the work order/routine in which the checklist was submitted to Completed when you are finished processing it (if you did not choose to complete the routine when submitting the checklist).

The cases defined as open deviations are visualized on the overview page in the DV module:

And in the Insights module: Work orders that have been automatically created from checklists also have their own metric:

Please note that the table you will come to when you click on this will show you all cases with an action type that represents a deviation. This is because we do not have our own filtering in place for these work orders yet (this will of course be added continuously). However, you can solve this by also typing "Deviation on checklist" in the search field, as all these cases will have this as part of their task text: