You can set up a checklist for each specific task. Each line includes a group ID and sub task ID to identify the type of check.

Include a short description for each check. Examples include: check damages repaired, ensure object is working, refill fuel, and verify safety standards.

You can add checklists line by line or as sub task groups. Multiple groups can be added to the same work order task checklist.

Sub task groups are explained in the related activity: Create sub tasks group.

On the work order line, you can access the checklist, maintain existing checks, and create new ones.

You can mark each checklist item as passed or failed from the work order line or in the MobileApp.


Standard procedure

1. Go to Work order project planning > Setup > Sub tasks.
2. Click New.
3. In the Group ID field, type a value.
4. In the Description field, type a value.
5. Click New.
6. In the Sub task Id field, type a value.
7. In the list, mark the selected row.
8. In the Description field, type a value.
9. Click Save.
10. Close the page.
11. Go to Work order project planning > Work orders > All work orders.
12. In the list, click the link in the selected row.
13. Click Work order line.
14. Click Work order task checklist.
15. Click New.
16. In the Group ID field, enter or select a value.
17. In the Sub task Id field, enter or select a value.
18. Click Save.
Related to Notes

Create and maintain tasks

 

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