The following steps show how to add a form/checklist to a work order.
Open the Work Order
Locate and open the work order you want to attach a form to (make sure it's in Edit).
Select the Forms tab
Tab order may vary depending on your process.Click Add
This opens a form selection screen. If no forms were added before, it will appear empty.
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.
Mark as Required (optional)
After choosing the form, click Select. Use the Required option if it needs to be completed.Add an Asset (optional)
If the form relates to a particular asset, link the asset here.Click Save
The form is now added to the work order and ready to use.
