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.

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