Add Checklist from Task to Child PM - PM

Add Checklist from Task to Child PM - PM

You can add a checklist from a task inside of a child PM. This can simplify the process of adding a checklist to a child PM.

Navigate to the Preventive Maintenance Module

To navigate to the Preventive Maintenance module:
  1. From the NEXGEN dashboard, click Maintenance.
  2. Click Preventive Maintenance.

Add a Checklist from a Task to a Child PM

To add a checklist from a task to a child PM:
  1. Open a child PM record.
    1. To learn how to distinguish a child PM from a parent PM, click here.
  2. Ensure that the child PM has a main task.
    1. You can see the Main Task field in the top zone of the PM record.
  3. Scroll to the Checklist zone and click the drop-down arrow next to +Add.
  4. Click Add from Task.
  5. Select the checklist(s) you would like to add.

  6. Click Attach.

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