Skip to main content

Add Forms/Checklists to Work Orders

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

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).
      ​

      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.
      ​

      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.
      ​

    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.
      ​

      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.
Did this answer your question?