Using Checklist Templates
Overview: ProBitManager includes comprehensive, industry-standard checklist templates for all common CNC operations. These pre-built templates are based on ISO 9001, OSHA requirements, and decades of manufacturing best practices.
Available Templates
Daily Operations
Daily Startup Checklist
15-20 minutes • 25 steps
- • Machine power-up sequence
- • Safety system verification
- • Hydraulic/pneumatic checks
- • Coolant system inspection
- • Control system initialization
Daily Shutdown Procedure
10-15 minutes • 18 steps
- • Work area cleaning
- • Tool storage verification
- • System shutdown sequence
- • Maintenance notes logging
Job Setup & Production
New Job Setup
30-45 minutes • 35 steps
- • Program verification
- • Tool selection & inspection
- • Work holding setup
- • Coordinate system setup
- • First article inspection
Tool Change Procedure
5-10 minutes • 12 steps
- • Tool wear inspection
- • Tool removal & storage
- • New tool installation
- • Offset verification
Maintenance Schedules
Daily Maintenance
10 minutes • 15 steps
- • Lubrication points check
- • Coolant level & quality
- • Chip removal
- • Visual inspection
Weekly Maintenance
45-60 minutes • 28 steps
- • Filter cleaning/replacement
- • Belt tension checks
- • Backlash measurements
- • Electrical connections
Monthly Maintenance
2-3 hours • 45 steps
- • Spindle runout check
- • Way alignment verification
- • Coolant system service
- • Calibration checks
Safety & Compliance
Safety Inspection (OSHA)
20-30 minutes • 32 steps
- • Machine guarding verification
- • Emergency stop testing
- • Lockout/tagout procedures
- • PPE compliance check
- • Hazard identification
Quality Audit (ISO 9001)
45-60 minutes • 40 steps
- • Process documentation
- • Measurement verification
- • Traceability records
- • Non-conformance review
How to Use Templates
Select a Template
Navigate to the Checklists section and click "New Checklist". Browse the template library organized by category:
- Use the search bar to find specific templates
- Filter by machine type or category
- Preview template details before selection
[Screenshot: Template Selection Screen]
Customize If Needed
Before starting, you can optionally customize the template:
- Skip steps that don't apply to your specific machine
- Add notes with machine-specific instructions
- Set time estimates based on your equipment
- Assign to operators if using team features
Start the Checklist
Click "Start Checklist" to begin working through the steps:
- Each step appears individually with clear instructions
- Required fields are marked with red asterisks
- Optional photo capture for documentation
- Progress automatically saves after each step
[Screenshot: Active Checklist Step]
Complete and Submit
After completing all required steps:
- Review summary of completed items
- Add any final notes or observations
- Apply digital signature if required
- Submit for automatic archiving
Automatic Actions: Upon submission, the system creates an audit trail, updates compliance records, and generates reports if configured.
Template Details
Example: Daily Startup Checklist (Complete)
Pre-Startup Safety (5 steps)
- Verify work area is clear of personnel
- Check all emergency stops are functional
- Inspect machine guards are in place
- Confirm proper PPE is worn
- Review any maintenance tags or warnings
Power & Systems (6 steps)
- Turn on main electrical disconnect
- Power up control system
- Wait for system initialization (30 seconds)
- Check for error messages on display
- Verify all axis displays are active
- Home all axes per manufacturer procedure
Hydraulics & Pneumatics (5 steps)
- Check hydraulic pressure (spec: 1500-2000 PSI)
- Verify hydraulic fluid level
- Inspect for visible leaks
- Check air pressure (spec: 80-100 PSI)
- Drain air system moisture trap
Lubrication & Coolant (4 steps)
- Check way lube reservoir level
- Verify automatic lubrication cycle
- Check coolant level in tank
- Test coolant concentration (5-10%)
Spindle & Tool System (3 steps)
- Run spindle warm-up program (5 min)
- Check tool magazine operation
- Verify tool clamping pressure
Final Checks (2 steps)
- Test cycle start/feed hold/reset buttons
- Document any issues in maintenance log
Conditional Steps: Some steps may branch based on your responses. For example, if you identify an issue in step 24, additional troubleshooting steps will appear.
Best Practices
Do's
- Complete checklists in order without skipping steps
- Document any deviations or issues encountered
- Take photos when visual documentation helps
- Use the pause feature for interruptions
- Review completed checklists for patterns
Don'ts
- Rush through steps to save time
- Mark items complete without verification
- Ignore safety warnings or cautions
- Skip documentation of problems
- Share login credentials for signatures
Pro Tip: Template Customization
After using a template several times, you can save your customized version as a new template. This preserves your machine-specific modifications and notes for consistent use across your team. Access this feature through Settings → Checklist Templates → Save as Custom.