Add Checklist to PdM from Child PdM

Add Checklist to PdM from Child PdM

  1. Go to Maintenance > Predictive Maintenance
  2. Open child PdM 
  3. Click on + Add or Add From Task on Checklist zone 
  4. Enter Checklist details
  5. Click Save button
    • 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 from Task to Child PdM

      Go to Maintenance > Predictive Maintenance Open child PdM record Make sure the child PdM has a Main Task Click Dropdown arrow on RHS of Add button in Checklist blue band  Click Add From Task  Select Checklists to add by clicking on checkbox(es)  ...
    • Add More Items to a Child PM - PM

      If you already have an item attached to a child PM, you can quickly add more estimated units of that item by using the Add More button. See below for instructions on how to do so. Navigate to the Preventive Maintenance Module To navigate to the ...
    • 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 ...
    • Edit or Delete a Checklist in a Child PM - PM

      Users can edit or delete an existing checklist on a child PM, if needed. For details on how to do so, see below. Navigate to the Preventive Maintenance Module To navigate to the Preventive Maintenance module: From the NEXGEN dashboard, click ...