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.

Tutorial Movie Click on this link to access the PM/Work Template Tutorial Movies.

Checklist

In This Section

Adding to the Checklist

Load Checklist from Task

Viewing, Editing, or Deleting a Checklist Item

See Also

PM Work Template

PM Header Data

WO (Work Order) Tab

Location Tab

Assets tab

Tasks and Resources Tab

Scheduling WOs (Work Orders) Tab

Grouped PMs

Related WOs

Billing Tab

WO Custom Tab

Custom Tab

Comments Tab

Toolkit

How to Create a PM

How to Edit a PM Schedule

How to Create a WO Template

PM Work Template Tutorial Movies