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Administrator Guide
Last Updated: 2023-06-23
Assign Checklist Items to Jobs

Assign Checklist Items to Jobs

Start the process of publishing a job.
The
Add Checklists
 window displays during the
Publish a Job
 workflow. Adding a checklist item to a job during the job creation process ensures that any work orders created from the job are associated with the checklist action.
  1. On the
    Add Checklists
     page, review the checklist items.
    You can select or clear checklist actions as needed. Some checklist actions are checked and can't be cleared.
  2. Use the search box to locate and add the appropriate checklist item.
    Recently selected items display in the search box or you can enter other items as needed.
Add any preidentified candidates.