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

This is a separate reference where we keep the records of each Checklist Template applied to a Work Order or to a Work Order+Dispatch.

A WO Checklist record therefore specifies the checklist items to be completed within a Work Order or Dispatch. 

It is created each time you:

• add a checklist template to a Work Order card,
• or create a custom WO checklist,
• or schedule a new dispatch for a WO with a recurring checklist template.

A quick note about applying a Recurring Checklist to a Work Order that has already started.
If you add a Recurring Checklist Template to the started WO, the system will create WO checklists for the current day and yesterday if the WO has dispatches on those dates.

Delete a WO Checklist

Use the Manage Checklists tool on the Work Order card to remove the checklist template from the list of those assigned to a WO.

If no checklist results are uploaded, the system will delete the WO checklist reference record of the template you are removing.