How To Add Checklist Items

  1. Right-click in the grid and select Add Record. The following screen will appear:

    WO Checklist

  2. Type in a checklist item.
  3. Put a check mark in the Completed box if the checklist item is completed, and enter the completion date.
  4. Add any additional notes.
  5. Click to save the record. Each saved checklist item is automatically numbered in sequential order.
  6. Click to close the window.

    Note:  Each checklist item is sequentially ordered by the system in the order it was entered.  To change the order of your checklist items, click the arrows Green Arrows at the bottom of your screen.