Checklist Tab

The Checklist tab allows you to create a list of items that will be carried over to the generated work order(s).  If a Main Task is selected upon creation of the PM/Template record, the checklist items associated with that task will be imported into this grid.  If a checklist is brought over, you will still be able to add new checklist items or edit and delete existing checklist items.  This module allows you to customize your checklist as needed.

Checklist

In This Section

How to Add Items to a Checklist

How To Load Checklist Items from a Task

How to View, Edit or Delete a Checklist Item