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Add Forms/Checklists to Work Orders

Forms/Checklists in CMMS boost efficiency, ensure consistency, enhance safety, reduce errors, and simplify compliance.

Updated over 3 weeks ago

The following steps show how to add a form/checklist to a work order.

  1. Open the Work Order

    • Locate and open the work order you want to attach a form to (make sure it's in Edit).
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      View work order details including asset, contractor, location, and linked preventive maintenance.

  2. Select the Forms tab

    • Tab order may vary depending on your process.

  3. Click Add

    • This opens a form selection screen. If no forms were added before, it will appear empty.
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      Access the Forms tab in a work order to add or manage attached checklists.

  4. Choose a form in one of two ways:

    • a) Begin typing to filter and display checklists with matching names.

    • b) Click the icon to open the full checklist list. Use the filter to narrow your search, then click Select.
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    Search the checklist library by keyword to find and assign relevant forms to the work order.

  5. Mark as Required (optional)

    • After choosing the form, click Select. Use the Required option if it needs to be completed.

  6. Add an Asset (optional)

    • If the form relates to a particular asset, link the asset here.

  7. Click Save

    • The form is now added to the work order and ready to use.
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      Link the checklist to a specific asset and mark it as required for work order completion.

      Checklist successfully added to the work order and displayed in the forms section for execution.
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