About Check Lists

Updated by Cheryl Wallace

This feature allows creation of a checklist that can be added to a Task and subsequently used in the corresponding Work Order. Check lists can replace paper forms completed as part of service to make sure all, or important, requirements are complete before closing a Work Order.

Check lists can range from a simple list to flag as completed to a complex form with multiple groups of related items having multiple result options and comments.

Watch this video for a walkthrough on creating and using a check list.
Watch this video for an understanding of managing preventative maintenance and emergency repairs with the Service module.

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Check Lists

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