Add a Checklist to a Parent PM - PM

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 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

    • Preventive Maintenance Overview - PM

      NEXGEN's Preventive Maintenance (PM) module is designed to facilitate the scheduling of work orders. With PMs, users can create one record that holds their maintenance requirements, including schedules, assets, resources, items, checklists, and ...

    • 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: From the NEXGEN dashboard, ...

    • 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 ...

    • Recent Articles

    • Latest iPhone Release - Version 2.0.5 (June 2026)

      iPhone Updates Asset Inventory Users can now type in an asset QR code in the search bar to find an asset in addition to scanning. (#23758) Form A quick action button to create a form will now be visible in the Hotspot. Users can tap to create a form ...

    • iPad Version 3.0.6 (April 2026)

      iPad Updates Bug Fixes Resolved comments cutting off on mobile devices. (#24035) Fixed the issue of a Flag label unintentionally showing when completing assets. (#26071) Users should now be able to request items that are at zero quantity from the ...

    • Version 16.2.1 (04.30.26)

      Web Application Update - May 2026 Web Version 16.2.1 Release items related to a support ticket submissions will be included in parenthesis at the end of a line item. NEXGEN queries should now plot on the map as expected. (#27028) The Show In Store ...

    • NEXGEN Admin Webinar (Part 5: Lookups & Notifications)

    • Asset Management Planning Basics - AM Planning

      To get started with Asset Management (AM) Planning in NEXGEN, users must be aware of the NEXGEN asset management fundamentals. In NEXGEN, 4 fields control how much organizations can leverage our asset management tools. Prior to starting their AM ...