Auto Load Main Task Checklist
If the
Auto load Checklist
company option is enabled, when selecting a main task for a work order or PM, the checklist will automatically be added.
- Turn on the company option Autoload Checklist. Click Settings > Setup > Company Options > General.
- Click Check the Auto Load Checklist option. Click Save.
- Create a checklist associated with a main task as usual in Lookups in the Settings Module.
- To edit the checklist later and have changes reflected throughout the software, go to the checklist in Lookups in the Settings Module.
Notes:
- Once a checklist is added to a PM, checklist steps cannot be deleted or edited. Steps can be added to the checklist in the PM, but this will only change the checklist for that particular PM – not across the system.
- Once a checklist is added to a work order, the checklist can be edited.
Related Articles
Work Order Task Type Overview - Lookups
Task Types can be used to link SR Types to WO Main Tasks and expedite the creation of linked WOs. This is useful for teams who frequently create linked work orders from service requests or for those who would like to expedite the selected WO main ...Add a New Asset Plan Task Type - Asset Plan
Asset plan tasks are tasks that are used to calculate a life cycle plan for assets at the class level in the Asset Plan module. You can add new task types in the Lookups module so that you can add them to life cycle plans in the Asset Plan module. ...Assign a Priority to Work Order Task
Administrators can assign a priority to work order tasks. By doing so, the priority field will be auto-filled when a task is selected when creating a work order. This feature saves users time from having to assign the priority manually when creating ...Assign a Work Order Type to Work Order Task
Users can assign a type (ie: corrective, preventive, etc.) to work order tasks. If a type is assigned to the main task and that type is selected when creating a work order, the main task field will only show tasks for that type – making it easier and ...Quick Tip - How to Auto-Complete Work Orders by Completing Assets