Checklist

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

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