Add, Modify, & Delete a Checklist on a Work Order

Add, Modify, & Delete a Checklist on a Work Order

A checklist is a list of standard operating procedures. You can either add a checklist manually by entering each individual step or you can add a checklist associated with the main task or a sub-task. 

 

Video Overview

 

Add Checklist to a Work Order Manually

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  1. Click + Add on the Checklists zone.
  2. Enter the step Text. 
  3. Enter a Description (if desired). 
  4. Click Save. 
  5. Repeat for the number of steps desired. 

 

Add Checklist to a Work Order from Task

If the main task or sub-tasks have checklists associated with them, you will be able to quickly add all steps of the pre-made checklist to the work order. To learn more about sub-tasks, visit our article Add, Modify, and Delete Tasks on a Work Order.

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  1. Click the dropdown arrow to the left of the + Add button on the Checklists zone.
  2. Click Add From Task.
  3. Select steps desired to be added to the checklist (all are selected by default).
  4. Click Attach. 

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Sort Checklist Steps on a Work Order

Use the Sort Checklist feature to change the order in which the checklist steps appear. 

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  1. Click Sort Checklists. 
  2. Click the 6 dots to the left of the step text (appears once you hover over) and drag to the desired location.
  3. Click Save.

 

Complete Checklist on a Work Order

Once a step is complete, check the complete box. A green check will appear in the box. Or, mark all steps complete at the same time by clicking the dropdown arrow next to the Complete column header and selecting Check All. 

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Pass Checklist on a Work Order

Pass can be used as a 2nd level verification. In other words, someone may sign-off on the completion of a step. Pass a step 1-by-1 by checking the box. A green check will appear in the box. Or, pass all steps at the same time by clicking the dropdown arrow next to the Pass column header and selecting Check All. 

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Edit or Delete a Checklist Step from a Work Order

  1. Click the dropdown arrow on the checklist step. 
  2. Select Edit to edit the text or completion status or Delete to remove the step from the checklist.

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