Add Checklist to Parent PdM
- Go to Maintenance > Preventive Maintenance
- Open an existing Parent PM record
- Click Add button on RHS of Checklist blue band
- Enter Checklist description
- Choose a schedule to attach the checklist to (if required)
- Click Save button
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Add a Checklist to a Parent PM - PM
Below are instructions on how to add a checklist item to a parent PM. For more on parent PMs, see this article. Navigate to the Preventive Maintenance Module To navigate to the Preventive Maintenance module: From the NEXGEN dashboard, click ...
Add Checklist to a Child PM - PM
Navigate to the Preventive Maintenance Module To navigate to the Preventive Maintenance module: From the NEXGEN dashboard, click Maintenance in the blue sidebar to the left. Click Preventive Maintenance. Add a Checklist to a Child PM To add a ...
Add Checklist to PdM from Child PdM
Go to Maintenance > Predictive Maintenance Open child PdM Click on + Add or Add From Task on Checklist zone Enter Checklist details Click Save button
Edit Checklist in a Parent PdM
Go to Maintenance > Predictive Maintenance Open Parent PdM record Click on Dropdown Arrow on LHS of Checklist row Click Edit Edit Checklist Click Save To assign the checklist to specific schedules, click Edit on the top section of the Checklist ...
Delete Checklist from a Parent PdM
Go to Maintenance > Predictive Maintenance Open parent PdM record Click on Dropdown Arrow on LHS of Checklist row Click Delete Click Ok