Tech RO: Technician Checklist

This article provides an overview of the Tech RO Technician Checklist feature. This feature can be used to ensure that service technicians complete a checklist (i.e. a personal protective equipment safety checklist) prior to the start of their day.

This feature is not enabled by default. If you want to turn on this functionality in your EMDECS system, please contact our customer experience team for assistance. We can set a system parameter ( TECH_SELF_ASSESSMENT) to enable this feature.

Service Manager: Checklist Administration and Setup

To configure your technician's start day checklist, follow these steps:

  1. Open the Administration menu and select Corporate Setup Manager.

  2. Click on Technician Self Assessment under the Things To Do list on the left-hand side.
  3. If you are using the screen for the first time, you will need to add self assessment items to the list. Click Add.

  4. Enter a description for the activity or safety check and click Add.

  5. The checklist item has been added in the example below.


    Repeat steps 3-5 to add additional checklist items.
    Checklist items can be edited by clicking on the description, or deleted by clicking the red X followed by the trash bin icon.

Service Technician: Completing Self-Assessment Checklists

After a checklist has been created, it will pop-up automatically each time a technician signs in to EMDECS. This includes the start of a new work day, when returning from a lunch or break, or whenever a technician switches between jobs. To view the checklist, sign in to the Tech RO portal as usual and scan an employee badge:

After signing in, a pop-up window will appear with a safety checklist. Technicians can review the checklist and must click Accept to continue.