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Administrator Guide
Last Updated: 2026-04-17
Add New Checklist Items to Work Orders

Add New Checklist Items to Work Orders

  • Enable the
    Allow Checklist Modifications on Job/Role Creation and Work Orders
    setting.
  • You must have the
    checklistactions.add
    permission.
Checklist actions feed through from the job to the resulting work order. However, a client might need to add a checklist to a work order that supports their business processes. Example: Extended workforce management workers on active assignments might need to provide additional evidence to prove their continued eligibility to fill their current role. Adding checklist actions to an active work order ensures that these additional tasks get completed.
You can add checklists to work orders in the following statuses:
  • Active
  • Applied
  • Interviewing
  • Offer Approval Pending
  • Offer Released
  • Pending Offer Acceptance
  • Pending Offer
  • Verification in Progress
  1. From the header, select
    Work Orders
    .
  2. Open the appropriate work order.
  3. Select the
    Checklists
    tab.
  4. Click
    Add Checklist
    .
  5. Select the appropriate checklist items using the search box.