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Checklist

Warren Hamilton
Warren Hamilton
  • Updated

Facilities & Maintenance/ Introduction

The Checklist function enables users to create configurable checklists which are linked to various module. For example, a work order. 

Requirements

  1. Existing Business Entity.
  2. Existing Customer Account.
  3. Existing Location Type.

Step Process

  1. From the homepage, go to module menu option.
  2. Navigate to "Asset & Maintenance > Asset > Checklist".
  3. The default checklists are visible on the dashboard. To create a new checklist to be used, click on ”Create New”.
  4. Enter the checklist name and click “Update" when done.

Notes

Next Steps

Related Articles

  1. Equipment Type
  2. Equipment Decommission

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