Support Articles

Manage your overdue checklists and forms

In Version 1.10 of Helm CONNECT, we made several enhancements that simplified the way we handle due dates and helped put you in control of your overdue maintenance and compliance items.

Simplified due dates for new templates

Previously, when you based the schedule for a maintenance, inspection, inventory, or form template on an effective date, it was hard to tell when the first copy was due. Now, when you build a new template, the system calculates all missed copies of the template that occurred since the effective date. For example, if today is July 24 and you publish a new daily inspection template with an effective date of July 1, the system will immediately calculate all the missed inspections since July 1. If you don't want all those missed inspections to stack up, simply choose an effective date that's the same as or closer to the current date. Keep in mind that you'll still see only the earliest or most overdue item in your To Do list, but trust us, the other ones are there!

Complete overdue checklists and forms

You now have the option to complete overdue maintenance routines, inspections, inventory counts, or forms. Let's say it's July, and one of your monthly inspections wasn't completed in June. Previously, if you tried to finish the overdue inspection from June, you'd actually be finishing the July inspection. This was confusing and meant there was no record of the June inspection in history. Now, if you perform that monthly inspection and click Finish Now, you can choose the June inspection that you missed. Keep in mind, however, this feature only applies to checklists and forms with schedules based on the effective date, not on the last completed date.

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Omit overdue checklists and forms

If you have to miss some regular maintenance or compliance work—perhaps for a dry dock or some downtime—you can omit the items you couldn't complete. To keep you in compliance, each omitted item will stay in history along with the reason it wasn't completed. As with completing overdue checklists, omitting checklists is only available for checklists and forms with schedules based on the effective date, not on the last completed date. For checklists that can be omitted, you'll see the new Omit button above the checklist, beside the Finish Now button. For checklists that can't be omitted, the button will stay hidden.

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Once you click Omit, you can choose the specific checklist you want to omit by selecting it from the Period to omit list. The period is simply the range of time in which an item was due. If you have more than one item to omit, we encourage you omit each item, starting with the oldest one, then the next oldest, and so on. To make this easier, we always display the oldest (most overdue) period by default. Omitting each overdue item, one by one, helps keep you in compliance by ensuring that each one is recorded in history. Although you can scroll down the list and select a more recent period, please be careful with this option because there won't be a record in history for any periods you skip over.

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