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:

1. From the NEXGEN dashboard, click Maintenance in the blue sidebar to the left.
   
2. Click Preventive Maintenance.
   

Add a Checklist to a Parent PM

To add a checklist to a parent PM:

1. Open a parent PM.
   
2. Go to the Checklist zone and click +Add.
   
   
   
3. Enter the name and description of the checklist item.
   
1. The name of the checklist item will appear in the Checklist zone. The description is meant to house specific notes so NEXGEN users can better understand the checklist item.
   
4. Click Save.
   
5. If applicable, attach the checklist to a schedule.
   
1. If you have schedules, they will be associated to a number in the Schedule zone.
   
2. To attach a checklist item to a schedule:
   
1. Click Edit in the Checklist zone.
   
2. Check off the boxes under each schedule number you would like to attach the checklist item to.
   
3. Click Save.

• Related Articles

• 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 Items to a Parent PM - PM

  You can add items to a parent PM to have an estimated amount of that item automatically attach to any work orders that are fired from that PM. For instructions on how to do this, see below. Navigate to the Preventive Maintenance Module To navigate to ...

• Parent PM vs. Child PM vs. Single PM - PM

  NEXGEN's Preventive Maintenance module provides users with the option to associate multiple schedules to a specific PM program. Users also have the option to have no schedule associated with a PM. For an overview of our PM module and our different ...

• Add Items Attached to an Asset to a Parent PM - PM

  If you have previously attached an item to an asset, you can quickly add that item to a parent PM ifs associated asset is attached to that PM. See below for instructions on how to do so. Navigate to the Preventive Maintenance Module To navigate to ...

• 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