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Add Forms/Checklists
Add Forms/Checklists

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

Updated over 3 months ago

The following steps show how to add a form/checklist. As an example we used adding a form to a service, but the same applies to any entity.

  1. Select the Forms tab (the order and quantity of tabs next to the Forms tab may vary depending on the part of the application you are in).

  2. A list of forms opens, which is initially empty unless some checklists have been previously added. To add a new form, click New.

  3. A new window opens where you can add a form in two ways:
    a) Entering text in the field will list the checklists containing the text.

    b) Clicking on the icon opens a list of forms that you can search by entering text in the filter field, then add it by clicking Select.

  4. After selecting the checklist click Select and it will be added to the list. Depending on whether you want the form to be mandatory, select the Required field.

  5. The form is added.


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