TABLE OF CONTENTS

• Checklist Templates
• Apply a Checklist Template to a Work Order
• Work Order Checklists
  • Adding a Checklist Template — What the System Does
    • Standard (non-recurring) checklists
    • Recurring checklists
• Removing a Checklist Template — What the System Does
• Recurring Checklists — Impact on Close-Out and reporting

Checklist Templates

The Checklist Templates (formerly the Checklists) reference stores the list of checklist templates that can be applied to a Work Order.

Apply a Checklist Template to a Work Order

Read the article of how to apply a checklist template to WO.

Work Order Checklists

A Work Order Checklist is the actual checklist the crew completes in the mobile app. It is separate from the Checklist Template — the template is the definition; the WO Checklist is the instance on a specific Work Order (and, for recurring checklists, on a specific dispatch day).

When you attach a template to a WO, you are setting which templates apply. The system then creates the corresponding WO Checklist records automatically.

A WO Checklist is created when you:

• add a checklist template to a Work Order and save,
• create a custom WO checklist,
• publish a dispatch on a WO that has a recurring checklist template assigned.

Adding a Checklist Template — What the System Does

After you add a template and save the WO (how to attach), the system:

• Records the template in the checklist list on the WO.
• Creates a WO Checklist for the crew — unless one already exists for that template.

Standard (non-recurring) checklists

• One WO Checklist per template on the Work Order.
• Not linked to a dispatch day — the crew can complete it on any day they are dispatched to that WO.
• This matches the general rule: checklists are WO-specific, not dispatch-specific.

Recurring checklists

A template is recurring when Recurring is enabled on the Checklist Template card.

• One WO Checklist per dispatch day — each published dispatch gets its own copy.
• Checklists are created only for active, published dispatches whose date is yesterday or later (relative to when the change is saved).
• Crew can still complete items after the dispatch date.

Adding a recurring checklist to a Work Order that has already started

If you add a recurring template to a WO that is already in progress, the system creates WO Checklists for today and yesterday — but only if there are dispatches on those dates.

Publishing a new dispatch

If a WO already has recurring templates assigned, publishing a new dispatch creates the WO Checklist(s) for that dispatch day automatically.

Custom checklists

You cannot create a custom WO checklist for a recurring template. Custom checklists are only supported for standard (non-recurring) templates.

Removing a Checklist Template — What the System Does

Remove a template using Manage WO Checklist Templates on the desktop WO card, or Manage on the web WO card (uncheck the template and click Save).

The same rules apply to recurring checklists: copies without uploaded results are removed; copies with results are kept.

NOTE: Cancelling or unpublishing a dispatch does not automatically remove WO Checklists that already have uploaded results.

Recurring Checklists — Impact on Close-Out and reporting

For recurring checklists, required items are counted per dispatch day. For example: a recurring checklist has 5 items and the WO was dispatched on 3 days → 15 required results (5 × 3).

On the Build Plan Daily Status, Recurring Checklists Done is marked complete when dispatched employees finished the recurring checklist for that Build Plan and day.

For more on how required totals are calculated, see COP Status Dashboard — How is "Required" Totaled?.