The following steps show how to add a form/checklist to a preventive maintenance.
Open the Preventive Maintenance
Navigate to the relevant preventive maintenance to which you want to add a form and click Edit .
Select the Forms tab
The layout of tabs may vary depending on your process.
Click Add
This brings up the form list, initially empty unless forms were added earlier.
Choose a form in one of two ways:
Type into the field to see checklist suggestions based on your input.
Click the icon to browse the checklist library. Use the filter to search and then click Select.
Mark as Required (optional)
Click Select to confirm the checklist. Tick Required if the form must be completed.
Add an Asset (optional)
If the checklist is intended for a specific asset, add that asset here.
Click Save
The checklist is now assigned to the preventive maintenance task.
