When you edit a checklist, you are changing the information of an existing checklist. Changes made to an existing checklist are immediately added so when technicians check into a work order and begin to answer questions, the newly changes are reflected.
⦿ How to Edit a Repair Checklist
UnderAdministration > Tools > Checklist, click theEditbutton to the right of the Checklist to modify. TheEdit Checklistmodal appears.
Modify the checklistName.
(When theChecklist for Locationsfeature is turned on) ClickChoose Locationsand update which Locations this Checklist should be applied.
Modify theTradeandCategoryto which the Checklist should be applied.
To select multiple Trades and Categories, use Control+click (PC) or Command+click (Mac).
UnderChecklist Questions: Note: Under Check-in Segment and Check-Out Segment for Checklists with Segment users.
Modify theQuestion Types, responses, and answer/media requirements for the list of questions; or
Click the red line — next to a question to remove it altogether.
Click Save Checklist. The Checklist is modified and ready for immediate use.
You cannot delete a question within an active checklist where questions have already been answered on a work order.
Editing Planned Maintenance Checklists
You can edit a Planned Maintenance Checklist at any time. When editing the checklist, you have the option to:
Change the unique name
Update the Planned Maintenance Frequency
Update Segment Questions
You cannot change the Checklist Type when editing
⦿ How to Edit a Planned Maintenance Checklist
UnderAdministration > Tools > Checklist, click theEditbutton to the right of the Checklist to modify. TheEdit Checklistmodal appears.
Make potential updates to the checklist.
Click the Save button to submit the changes.
Deactivating Checklists
When deactivating a checklist, you are completely removing it from the work order. Any checklists that is deactivated are no longer associated with a work order. You can reactivate a deactivated checklist at any given time.
⦿ How to Deactivate a Checklist
Under Administration > Tools > Checklist, click the Deactivatebutton to the right of the Checklist.
A modal appears asking you to confirm deactivation. Click the Deactivate Checklist button to deactivate the Checklist.