Add New Checklist Items to Work Orders
- Enable theAllow Checklist Modifications on Job/Role Creation and Work Orderssetting.
- You must have thechecklistactions.addpermission.
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
- From the header, selectWork Orders.
- Open the appropriate work order.
- Select theCheckliststab.
- ClickAdd Checklist.
- Select the appropriate checklist items using the search box.