How to Add Checklist?

How to add Checklist?

The checklist is created as a guideline for scheduled maintenance for the technicians to ensure that all the necessary checks are being carried out.

To add Checklist

1. Select Add Checklist under Location/ Asset Management from the Menu.

2. Input the Checklist Name.
3. Click on the Save button.

4. To add checklist detail, go to the Step section, choose the item type. If the item type is normal, do select the type of question format.
5. Input the description.
6. Click on the Add button.

7. Once the question is successfully added, it will appear in the Checklist Steps section.
8. Continue to do so till the whole checklist is complete, click on Save to create the checklist.
9. When the checklist is successfully added, a success message will appear below the page title

More on this topic

• • For step-by-step guides to managing checklist, see How to manage checklist?.
  • For step-by-step guides to using the Location/ Asset Management module, see Location/ Asset Management Module.